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NWQ Investment Management Company’s Simon Property Group SPG Stock Holding History

NWQ Investment Management 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
2013
Q4 		– Sell
-21,047
Closed -$2.94M – 173
2013
Q3 		$2.94M Buy
21,047
+6,271
+42% +$911K 0.03% 129
2013
Q2 		$2.19M Buy
+14,776
New +$2.37M 0.02% 124

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $13B AUM 5.3% 1-Year Est. Return

NWQ Investment Management Company's SPG Position: Q4 2013 in Review

NWQ Investment Management Company sold out of Simon Property Group (SPG) in Q4 2013, closing a stake of 21,047 shares — an estimated $2.94M sold.

NWQ Investment Management Company first reported a position in SPG in Q2 2013 and held it in 2 quarters. The position peaked at $2.94M in Q3 2013. 583 funds tracked by Wall St. Rank hold SPG as of Q4 2013.

  • NWQ Investment Management Company reported no remaining Simon Property Group position as of Q4 2013 after selling out during the quarter.
  • NWQ Investment Management Company sold 21,047 Simon Property Group shares in Q4 2013, an estimated $2.94M.
  • NWQ Investment Management Company first reported a position in Simon Property Group in Q2 2013 and held it in 2 quarters.
  • NWQ Investment Management Company's Simon Property Group position peaked at $2.94M in Q3 2013.
  • 583 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2013.

Based on NWQ Investment Management Company's 13F filing for Q4 2013, filed 14 Feb 2014.