Lowe Brockenbrough & Co’s Simon Property Group SPG Stock Holding History

Lowe Brockenbrough & Co’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
2019 Q4	–	Sell	-1,300	Closed	-$202K	–	219
2019 Q3	$202K	Hold	1,300	–	–	0.03%	210
2019 Q2	$208K	Hold	1,300	–	–	0.03%	205
2019 Q1	$237K	Hold	1,300	–	–	0.03%	194
2018 Q4	$218K	Hold	1,300	–	–	0.04%	183
2018 Q3	$230K	Hold	1,300	–	–	0.03%	193
2018 Q2	$221K	Sell	1,300 -41	-3%	-$6.52K	0.03%	194
2018 Q1	$207K	Buy	1,341 +41	+3%	+$6.52K	0.03%	196
2017 Q4	$223K	Hold	1,300	–	–	0.03%	192
2017 Q3	$209K	Hold	1,300	–	–	0.03%	195
2017 Q2	$210K	Hold	1,300	–	–	0.03%	191
2017 Q1	$224K	Hold	1,300	–	–	0.04%	187
2016 Q4	$231K	Hold	1,300	–	–	0.04%	184
2016 Q3	$269K	Buy	+1,300	New	+$282K	0.05%	170

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lowe Brockenbrough & Co's SPG Position: Q4 2019 in Review

Lowe Brockenbrough & Co sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 1,300 shares — an estimated $202K sold.

Lowe Brockenbrough & Co first reported a position in SPG in Q3 2016 and held it in 13 quarters. The position peaked at $269K in Q3 2016. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

Lowe Brockenbrough & Co reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
Lowe Brockenbrough & Co sold 1,300 Simon Property Group shares in Q4 2019, an estimated $202K.
Lowe Brockenbrough & Co first reported a position in Simon Property Group in Q3 2016 and held it in 13 quarters.
Lowe Brockenbrough & Co's Simon Property Group position peaked at $269K in Q3 2016.
787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2019, filed 31 Jan 2020.