Old Mutual Customised Solutions’s Simon Property Group SPG Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$952K	Hold	5,591	–	–	0.09%	253
2018 Q1	$863K	Buy	5,591 +1,100	+24%	+$175K	0.09%	274
2017 Q4	$771K	Hold	4,491	–	–	0.08%	301
2017 Q3	$723K	Buy	4,491 +500	+13%	+$79.9K	0.1%	249
2017 Q2	$646K	Sell	3,991 -6,000	-60%	-$977K	0.1%	257
2017 Q1	$1.72M	Buy	9,991 +891	+10%	+$159K	0.27%	91
2016 Q4	$1.62M	Buy	9,100 +3,200	+54%	+$594K	0.3%	79
2016 Q3	$1.22M	Buy	5,900 +200	+4%	+$43.4K	0.35%	61
2016 Q2	$1.24M	Hold	5,700	–	–	0.31%	66
2016 Q1	$1.18M	Sell	5,700 -300	-5%	-$57.6K	0.31%	71
2015 Q4	$1.17M	Hold	6,000	–	–	0.29%	82
2015 Q3	$1.1M	Buy	6,000 +500	+9%	+$91.7K	0.3%	79
2015 Q2	$952K	Buy	5,500 +600	+12%	+$110K	0.23%	106
2015 Q1	$959K	Buy	4,900 +4,200	+600%	+$814K	0.23%	99
2014 Q4	$127K	Buy	700 +500	+250%	+$88.7K	0.04%	530
2014 Q3	$33K	Sell	200 -1,100	-85%	-$185K	0.01%	646
2014 Q2	$216K	Sell	1,300 -82	-6%	-$13.4K	0.05%	407
2014 Q1	$213K	Hold	1,382	–	–	0.05%	391
2013 Q4	$198K	Hold	1,382	–	–	0.05%	395
2013 Q3	$193K	Buy	1,382 +319	+30%	+$46.3K	0.05%	381
2013 Q2	$158K	Buy	+1,063	New	+$170K	0.05%	427

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Old Mutual Customised Solutions's SPG Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Simon Property Group (SPG) position steady in Q2 2018 at 5,591 shares worth $952K. The position accounts for 0.09% of the portfolio, ranked #253.

Old Mutual Customised Solutions first reported a position in SPG in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.72M in Q1 2017. 714 funds tracked by Wall St. Rank hold SPG as of Q2 2018.

Old Mutual Customised Solutions held 5,591 shares of Simon Property Group worth $952K as of Q2 2018.
Old Mutual Customised Solutions left its Simon Property Group share count unchanged in Q2 2018.
Simon Property Group made up 0.09% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #253 holding.
Old Mutual Customised Solutions first reported a position in Simon Property Group in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Simon Property Group position peaked at $1.72M in Q1 2017.
714 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.