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McKinley Capital Management’s Simon Property Group SPG Stock Holding History

McKinley Capital Management’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
2014
Q3 		– Sell
-3,170
Closed -$527K – 366
2014
Q2 		$527K Sell
3,170
-2,815
-47% -$460K 0.02% 228
2014
Q1 		$923K Hold
5,985
– – 0.04% 228
2013
Q4 		$857K Sell
5,985
-776
-11% -$112K 0.03% 258
2013
Q3 		$943K Hold
6,761
– – 0.04% 232
2013
Q2 		$1M Buy
+6,761
New +$1.08M 0.05% 202

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

McKinley Capital Management's SPG Position: Q3 2014 in Review

McKinley Capital Management sold out of Simon Property Group (SPG) in Q3 2014, closing a stake of 3,170 shares — an estimated $527K sold.

McKinley Capital Management first reported a position in SPG in Q2 2013 and held it in 5 quarters. The position peaked at $1M in Q2 2013. 598 funds tracked by Wall St. Rank hold SPG as of Q3 2014.

  • McKinley Capital Management reported no remaining Simon Property Group position as of Q3 2014 after selling out during the quarter.
  • McKinley Capital Management sold 3,170 Simon Property Group shares in Q3 2014, an estimated $527K.
  • McKinley Capital Management first reported a position in Simon Property Group in Q2 2013 and held it in 5 quarters.
  • McKinley Capital Management's Simon Property Group position peaked at $1M in Q2 2013.
  • 598 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2014.

Based on McKinley Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.