Luther King Capital Management (LKCM)’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-965
| Closed | -$200K | – | 528 |
|
|
2016
Q1 | $200K | Buy |
+965
| New | +$200K | ﹤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% | 528 |
|
|
2014
Q2 | $221K | Sell |
1,330
-190
| -13% | -$31.6K | ﹤0.01% | 521 |
|
|
2014
Q1 | $235K | Sell |
1,520
-296
| -16% | -$45.8K | ﹤0.01% | 501 |
|
|
2013
Q4 | $260K | Sell |
1,816
-3,826
| -68% | -$548K | ﹤0.01% | 480 |
|
|
2013
Q3 | $787K | Buy |
5,642
+2,918
| +107% | +$407K | 0.01% | 466 |
|
|
2013
Q2 | $405K | Buy |
+2,724
| New | +$405K | ﹤0.01% | 570 |
|