Luther King Capital Management (LKCM)’s Simon Property Group SPG Stock Holding History

Luther King Capital Management (LKCM)’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 Q2	–	Sell	-965	Closed	-$200K	–	528
2016 Q1	$200K	Buy	+965	New	+$185K	﹤0.01%	488
2015 Q3	–	Sell	-1,330	Closed	-$230K	–	560
2015 Q2	$230K	Hold	1,330	–	–	﹤0.01%	511
2015 Q1	$260K	Hold	1,330	–	–	﹤0.01%	497
2014 Q4	$242K	Hold	1,330	–	–	﹤0.01%	513
2014 Q3	$219K	Hold	1,330	–	–	﹤0.01%	529
2014 Q2	$221K	Sell	1,330 -190	-13%	-$31K	﹤0.01%	521
2014 Q1	$235K	Sell	1,520 -296	-16%	-$44.1K	﹤0.01%	501
2013 Q4	$260K	Sell	1,816 -3,826	-68%	-$551K	﹤0.01%	480
2013 Q3	$787K	Buy	5,642 +2,918	+107%	+$424K	0.01%	466
2013 Q2	$405K	Buy	+2,724	New	+$437K	﹤0.01%	570

Other funds holding SPG

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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 $14.3B AUM 16.79% 1-Year Est. Return

Luther King Capital Management (LKCM)'s SPG Position: Q2 2016 in Review

Luther King Capital Management (LKCM) sold out of Simon Property Group (SPG) in Q2 2016, closing a stake of 965 shares — an estimated $200K sold.

Luther King Capital Management (LKCM) first reported a position in SPG in Q2 2013 and held it in 10 quarters. The position peaked at $787K in Q3 2013. 697 funds tracked by Wall St. Rank hold SPG as of Q2 2016.

Luther King Capital Management (LKCM) reported no remaining Simon Property Group position as of Q2 2016 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 965 Simon Property Group shares in Q2 2016, an estimated $200K.
Luther King Capital Management (LKCM) first reported a position in Simon Property Group in Q2 2013 and held it in 10 quarters.
Luther King Capital Management (LKCM)'s Simon Property Group position peaked at $787K in Q3 2013.
697 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2016.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2016, filed 11 Aug 2016.