McKinley Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,170
| Closed | -$527K | – | 366 |
|
|
2014
Q2 | $527K | Sell |
3,170
-2,815
| -47% | -$468K | 0.02% | 228 |
|
|
2014
Q1 | $923K | Hold |
5,985
| – | – | 0.04% | 228 |
|
|
2013
Q4 | $857K | Sell |
5,985
-776
| -11% | -$111K | 0.03% | 258 |
|
|
2013
Q3 | $943K | Hold |
6,761
| – | – | 0.04% | 232 |
|
|
2013
Q2 | $1M | Buy |
+6,761
| New | +$1M | 0.05% | 202 |
|