MU Investments Company’s Simon Property Group SPG Stock Holding History

MU Investments Company’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
2018 Q1	–	Sell	-130	Closed	-$22K	–	127
2017 Q4	$22K	Hold	130	–	–	0.02%	132
2017 Q3	$21K	Sell	130 -60	-32%	-$9.58K	0.02%	149
2017 Q2	$31K	Hold	190	–	–	0.02%	152
2017 Q1	$32K	Sell	190 -110	-37%	-$19.7K	0.02%	162
2016 Q4	$53K	Sell	300 -50	-14%	-$9.28K	0.04%	133
2016 Q3	$73K	Sell	350 -430	-55%	-$93.2K	0.05%	130
2016 Q2	$168K	Sell	780 -500	-39%	-$102K	0.11%	91
2016 Q1	$263K	Hold	1,280	–	–	0.17%	107
2015 Q4	$248K	Sell	1,280 -170	-12%	-$32.9K	0.15%	125
2015 Q3	$265K	Hold	1,450	–	–	0.14%	135
2015 Q2	$248K	Sell	1,450 -150	-9%	-$27.6K	0.12%	174
2015 Q1	$315K	Buy	+1,600	New	+$310K	0.15%	132

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MU Investments Company's SPG Position: Q1 2018 in Review

MU Investments Company sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 130 shares — an estimated $22K sold.

MU Investments Company first reported a position in SPG in Q1 2015 and held it in 12 quarters. The position peaked at $315K in Q1 2015. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

MU Investments Company reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
MU Investments Company sold 130 Simon Property Group shares in Q1 2018, an estimated $22K.
MU Investments Company first reported a position in Simon Property Group in Q1 2015 and held it in 12 quarters.
MU Investments Company's Simon Property Group position peaked at $315K in Q1 2015.
691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.