MYCIO Wealth Partners’s Simon Property Group SPG Stock Holding History

MYCIO Wealth 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
2016 Q4	–	Sell	-553	Closed	-$114K	–	587
2016 Q3	$114K	Buy	553 +29	+6%	+$6.29K	0.02%	239
2016 Q2	$114K	Buy	524 +157	+43%	+$32K	0.02%	247
2016 Q1	$76K	Buy	+367	New	+$70.5K	0.01%	273
2015 Q3	–	Sell	-25	Closed	-$4K	–	943
2015 Q2	$4K	Buy	+25	New	+$4.59K	﹤0.01%	611

Other funds holding SPG

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

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

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

BIT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $13B AUM 5.3% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

MYCIO Wealth Partners's SPG Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 553 shares — an estimated $114K sold.

MYCIO Wealth Partners first reported a position in SPG in Q2 2015 and held it in 4 quarters. The position peaked at $114K in Q3 2016. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

MYCIO Wealth Partners reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 553 Simon Property Group shares in Q4 2016, an estimated $114K.
MYCIO Wealth Partners first reported a position in Simon Property Group in Q2 2015 and held it in 4 quarters.
MYCIO Wealth Partners's Simon Property Group position peaked at $114K in Q3 2016.
709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.