New Harbor Financial Group’s Simon Property Group SPG Stock Holding History

New Harbor Financial Group’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 Q3	$42K	Hold	207	–	–	0.05%	37
2016 Q2	$44K	Hold	207	–	–	0.05%	36
2016 Q1	$42K	Hold	207	–	–	0.06%	36
2015 Q4	$40K	Hold	207	–	–	0.06%	38
2015 Q3	$38K	Hold	207	–	–	0.05%	41
2015 Q2	$35K	Hold	207	–	–	0.04%	49
2015 Q1	$40K	Hold	207	–	–	0.04%	43
2014 Q4	$38K	Buy	+207	New	+$36.7K	0.05%	44
2014 Q3	–	Sell	-207	Closed	-$34K	–	73
2014 Q2	$34K	Sell	207 -13	-6%	-$2.12K	0.04%	51
2014 Q1	$34K	Hold	220	–	–	0.03%	46
2013 Q4	$31K	Hold	220	–	–	0.04%	46
2013 Q3	$31K	Hold	220	–	–	0.04%	40
2013 Q2	$33K	Buy	+220	New	+$35.3K	0.05%	40

Other funds holding SPG

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

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

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

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

Fidelity Investments

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

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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