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Levin Capital Strategies’s Simon Property Group SPG Stock Holding History

Levin Capital Strategies’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
2017
Q4 		– Sell
-1,408
Closed -$227K – 350
2017
Q3 		$227K Buy
+1,408
New +$225K ﹤0.01% 292
2015
Q2 		– Sell
-2,000
Closed -$392K – 397
2015
Q1 		$392K Buy
+2,000
New +$388K 0.01% 298

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Levin Capital Strategies's SPG Position: Q4 2017 in Review

Levin Capital Strategies sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 1,408 shares — an estimated $227K sold.

Levin Capital Strategies first reported a position in SPG in Q1 2015 and held it in 2 quarters. The position peaked at $392K in Q1 2015. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

  • Levin Capital Strategies reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
  • Levin Capital Strategies sold 1,408 Simon Property Group shares in Q4 2017, an estimated $227K.
  • Levin Capital Strategies first reported a position in Simon Property Group in Q1 2015 and held it in 2 quarters.
  • Levin Capital Strategies's Simon Property Group position peaked at $392K in Q1 2015.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on Levin Capital Strategies's 13F filing for Q4 2017, filed 9 Feb 2018.