Palladiem’s Simon Property Group SPG Stock Holding History

Palladiem’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
2015 Q3	–	Sell	-476	Closed	-$82K	–	214
2015 Q2	$82K	Buy	+476	New	+$87.5K	0.07%	43

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

BIT

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

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

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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

BFA

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

Palladiem's SPG Position: Q3 2015 in Review

Palladiem sold out of Simon Property Group (SPG) in Q3 2015, closing a stake of 476 shares — an estimated $82K sold.

Palladiem first reported a position in SPG in Q2 2015 and held it in 1 quarter. The position peaked at $82K in Q2 2015. 665 funds tracked by Wall St. Rank hold SPG as of Q3 2015.

Palladiem reported no remaining Simon Property Group position as of Q3 2015 after selling out during the quarter.
Palladiem sold 476 Simon Property Group shares in Q3 2015, an estimated $82K.
Palladiem first reported a position in Simon Property Group in Q2 2015 and held it in 1 quarter.
Palladiem's Simon Property Group position peaked at $82K in Q2 2015.
665 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.