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Mariner Wealth Advisors (Madison)’s Simon Property Group SPG Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$275K Sell
1,975
-2
-0.1% -$290 0.11% 50
2013
Q2 		$294K Buy
+1,977
New +$317K 0.13% 45

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s SPG Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) reduced its Simon Property Group (SPG) stake by 0.1% in Q3 2013, selling an estimated $290 and leaving 1,975 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #50.

Mariner Wealth Advisors (Madison) first reported a position in SPG in Q2 2013 and has held it in 2 quarters since. The position peaked at $294K in Q2 2013. 560 funds tracked by Wall St. Rank hold SPG as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,975 shares of Simon Property Group worth $275K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 2 Simon Property Group shares in Q3 2013, an estimated $290.
  • Simon Property Group made up 0.11% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #50 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Simon Property Group in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Simon Property Group position peaked at $294K in Q2 2013.
  • 560 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.