MSF Capital’s Simon Property Group SPG Stock Holding History

MSF Capital’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 Q4	–	Sell	-262	Closed	-$43K	–	59
2014 Q3	$43K	Buy	+262	New	+$44.1K	0.01%	56

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 New York $609B AUM 40.19% 1-Year Est. Return

MSF Capital's SPG Position: Q4 2014 in Review

MSF Capital sold out of Simon Property Group (SPG) in Q4 2014, closing a stake of 262 shares — an estimated $43K sold.

MSF Capital first reported a position in SPG in Q3 2014 and held it in 1 quarter. The position peaked at $43K in Q3 2014. 673 funds tracked by Wall St. Rank hold SPG as of Q4 2014.

MSF Capital reported no remaining Simon Property Group position as of Q4 2014 after selling out during the quarter.
MSF Capital sold 262 Simon Property Group shares in Q4 2014, an estimated $43K.
MSF Capital first reported a position in Simon Property Group in Q3 2014 and held it in 1 quarter.
MSF Capital's Simon Property Group position peaked at $43K in Q3 2014.
673 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2014.

Based on MSF Capital's 13F filing for Q4 2014, filed 12 Feb 2015.