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New England Securities’s Simon Property Group SPG Stock Holding History

New England Securities’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
Q1 		– Sell
-114
Closed -$16K – 1812
2013
Q4 		$16K Buy
+114
New +$16.4K 0.01% 906
2013
Q3 		– Sell
-11
Closed -$2K – 1671
2013
Q2 		$2K Buy
+11
New +$1.76K ﹤0.01% 1286

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Securities's SPG Position: Q1 2014 in Review

New England Securities sold out of Simon Property Group (SPG) in Q1 2014, closing a stake of 114 shares — an estimated $16K sold.

New England Securities first reported a position in SPG in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q4 2013. 578 funds tracked by Wall St. Rank hold SPG as of Q1 2014.

  • New England Securities reported no remaining Simon Property Group position as of Q1 2014 after selling out during the quarter.
  • New England Securities sold 114 Simon Property Group shares in Q1 2014, an estimated $16K.
  • New England Securities first reported a position in Simon Property Group in Q2 2013 and held it in 2 quarters.
  • New England Securities's Simon Property Group position peaked at $16K in Q4 2013.
  • 578 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2014.

Based on New England Securities's 13F filing for Q1 2014, filed 30 Apr 2014.