Lucus Advisors’s Simon Property Group SPG Stock Holding History

Lucus Advisors’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 Q2	–	Sell	-2,729	Closed	-$469K	–	249
2017 Q1	$469K	Hold	2,729	–	–	0.43%	3
2016 Q4	$485K	Buy	+2,729	New	+$507K	1.14%	4

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lucus Advisors's SPG Position: Q2 2017 in Review

Lucus Advisors sold out of Simon Property Group (SPG) in Q2 2017, closing a stake of 2,729 shares — an estimated $469K sold.

Lucus Advisors first reported a position in SPG in Q4 2016 and held it in 2 quarters. The position peaked at $485K in Q4 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

Lucus Advisors reported no remaining Simon Property Group position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 2,729 Simon Property Group shares in Q2 2017, an estimated $469K.
Lucus Advisors first reported a position in Simon Property Group in Q4 2016 and held it in 2 quarters.
Lucus Advisors's Simon Property Group position peaked at $485K in Q4 2016.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.