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Missouri Valley Partners’s Simon Property Group SPG Stock Holding History

Missouri Valley Partners’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 		$1.36M Sell
9,734
-5,524
-36% -$802K 0.51% 68
2013
Q2 		$2.27M Buy
+15,258
New +$2.45M 0.87% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Missouri Valley Partners's SPG Position: Q3 2013 in Review

Missouri Valley Partners reduced its Simon Property Group (SPG) stake by 36% in Q3 2013, selling an estimated $802K and leaving 9,734 shares worth $1.36M. The position accounts for 0.51% of the portfolio, ranked #68.

Missouri Valley Partners first reported a position in SPG in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.27M in Q2 2013. 560 funds tracked by Wall St. Rank hold SPG as of Q3 2013.

  • Missouri Valley Partners held 9,734 shares of Simon Property Group worth $1.36M as of Q3 2013.
  • Missouri Valley Partners sold 5,524 Simon Property Group shares in Q3 2013, an estimated $802K.
  • Simon Property Group made up 0.51% of Missouri Valley Partners's portfolio in Q3 2013, its #68 holding.
  • Missouri Valley Partners first reported a position in Simon Property Group in Q2 2013 and has held it in 2 quarters since.
  • Missouri Valley Partners's Simon Property Group position peaked at $2.27M in Q2 2013.
  • 560 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.