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New England Asset Management’s Simon Property Group SPG Stock Holding History

New England Asset Management’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
Q4 		– Sell
-1,111
Closed -$155K – 132
2013
Q3 		$155K Hold
1,111
– – ﹤0.01% 113
2013
Q2 		$165K Buy
+1,111
New +$178K ﹤0.01% 116

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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

New England Asset Management's SPG Position: Q4 2013 in Review

New England Asset Management sold out of Simon Property Group (SPG) in Q4 2013, closing a stake of 1,111 shares — an estimated $155K sold.

New England Asset Management first reported a position in SPG in Q2 2013 and held it in 2 quarters. The position peaked at $165K in Q2 2013. 583 funds tracked by Wall St. Rank hold SPG as of Q4 2013.

  • New England Asset Management reported no remaining Simon Property Group position as of Q4 2013 after selling out during the quarter.
  • New England Asset Management sold 1,111 Simon Property Group shares in Q4 2013, an estimated $155K.
  • New England Asset Management first reported a position in Simon Property Group in Q2 2013 and held it in 2 quarters.
  • New England Asset Management's Simon Property Group position peaked at $165K in Q2 2013.
  • 583 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2013.

Based on New England Asset Management's 13F filing for Q4 2013, filed 14 Feb 2014.