Partners Value Investments’s Simon Property Group SPG Stock Holding History

Partners Value Investments’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
2019 Q1	–	Sell	-105,900	Closed	-$17.8M	–	10
2018 Q4	$17.8M	Hold	105,900	–	–	0.5%	5
2018 Q3	$18.7M	Hold	105,900	–	–	0.45%	7
2018 Q2	$18M	Hold	105,900	–	–	0.47%	6
2018 Q1	$16.3M	Hold	105,900	–	–	0.44%	6
2017 Q4	$18.2M	Buy	105,900 +12,800	+14%	+$2.08M	2.71%	6
2017 Q3	$15M	Buy	93,100 +21,100	+29%	+$3.37M	2.23%	6
2017 Q2	$11.6M	Buy	+72,000	New	+$11.7M	1.86%	7

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Partners Value Investments's SPG Position: Q1 2019 in Review

Partners Value Investments sold out of Simon Property Group (SPG) in Q1 2019, closing a stake of 105,900 shares — an estimated $17.8M sold.

Partners Value Investments first reported a position in SPG in Q2 2017 and held it in 7 quarters. The position peaked at $18.7M in Q3 2018. 805 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

Partners Value Investments reported no remaining Simon Property Group position as of Q1 2019 after selling out during the quarter.
Partners Value Investments sold 105,900 Simon Property Group shares in Q1 2019, an estimated $17.8M.
Partners Value Investments first reported a position in Simon Property Group in Q2 2017 and held it in 7 quarters.
Partners Value Investments's Simon Property Group position peaked at $18.7M in Q3 2018.
805 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on Partners Value Investments's 13F filing for Q1 2019, filed 14 May 2019.