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Legacy Private Trust’s Simon Property Group SPG Stock Holding History

Legacy Private Trust’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,283
Closed -$444K – 251
2015
Q4 		$444K Sell
2,283
-132
-5% -$25.6K 0.07% 186
2015
Q3 		$444K Sell
2,415
-47
-2% -$8.62K 0.07% 182
2015
Q2 		$426K Hold
2,462
– – 0.06% 199
2015
Q1 		$482K Sell
2,462
-715
-23% -$139K 0.07% 189
2014
Q4 		$579K Hold
3,177
– – 0.08% 179
2014
Q3 		$522K Hold
3,177
– – 0.08% 179
2014
Q2 		$528K Buy
+3,177
New +$519K 0.08% 178

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Legacy Private Trust's SPG Position: Q1 2016 in Review

Legacy Private Trust sold out of Simon Property Group (SPG) in Q1 2016, closing a stake of 2,283 shares — an estimated $444K sold.

Legacy Private Trust first reported a position in SPG in Q2 2014 and held it in 7 quarters. The position peaked at $579K in Q4 2014. 671 funds tracked by Wall St. Rank hold SPG as of Q1 2016.

  • Legacy Private Trust reported no remaining Simon Property Group position as of Q1 2016 after selling out during the quarter.
  • Legacy Private Trust sold 2,283 Simon Property Group shares in Q1 2016, an estimated $444K.
  • Legacy Private Trust first reported a position in Simon Property Group in Q2 2014 and held it in 7 quarters.
  • Legacy Private Trust's Simon Property Group position peaked at $579K in Q4 2014.
  • 671 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2016.

Based on Legacy Private Trust's 13F filing for Q1 2016, filed 21 Apr 2016.