Parasol Investment Management’s Simon Property Group SPG Stock Holding History

Parasol Investment Management’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
2017 Q1	–	Sell	-200	Closed	-$36K	–	133
2016 Q4	$36K	Hold	200	–	–	0.04%	112
2016 Q3	$41K	Hold	200	–	–	0.04%	103
2016 Q2	$43K	Hold	200	–	–	0.04%	98
2016 Q1	$42K	Hold	200	–	–	0.04%	92
2015 Q4	$39K	Hold	200	–	–	0.04%	95
2015 Q3	$37K	Hold	200	–	–	0.03%	102
2015 Q2	$35K	Hold	200	–	–	0.02%	126
2015 Q1	$39K	Hold	200	–	–	0.02%	120
2014 Q4	$36K	Hold	200	–	–	0.02%	142
2014 Q3	$33K	Hold	200	–	–	0.02%	134
2014 Q2	$33K	Sell	200 -13	-6%	-$2.12K	0.02%	138
2014 Q1	$33K	Hold	213	–	–	0.02%	115
2013 Q4	$30K	Buy	+213	New	+$30.7K	0.02%	118

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

AAMU

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Parasol Investment Management's SPG Position: Q1 2017 in Review

Parasol Investment Management sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 200 shares — an estimated $36K sold.

Parasol Investment Management first reported a position in SPG in Q4 2013 and held it in 13 quarters. The position peaked at $43K in Q2 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

Parasol Investment Management reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 200 Simon Property Group shares in Q1 2017, an estimated $36K.
Parasol Investment Management first reported a position in Simon Property Group in Q4 2013 and held it in 13 quarters.
Parasol Investment Management's Simon Property Group position peaked at $43K in Q2 2016.
686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.