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Mountain Capital Investment Advisors’s Simon Property Group SPG Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-23
Closed -$4K – 366
2017
Q3 		$4K Hold
23
– – ﹤0.01% 372
2017
Q2 		$4K Buy
+23
New +$3.74K ﹤0.01% 400

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mountain Capital Investment Advisors's SPG Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 23 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in SPG in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 23 Simon Property Group shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Simon Property Group in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Simon Property Group position peaked at $4K in Q3 2017.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.