Partnervest Advisory Services’s Simon Property Group SPG Stock Holding History

Partnervest Advisory Services’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 Q1	–	Sell	-1,189	Closed	-$204K	–	210
2017 Q4	$204K	Buy	+1,189	New	+$193K	0.1%	166
2014 Q3	–	Sell	-230	Closed	-$38K	–	691
2014 Q2	$38K	Sell	230 -35	-13%	-$5.71K	0.02%	421
2014 Q1	$41K	Hold	265	–	–	0.02%	361
2013 Q4	$38K	Buy	265 +65	+33%	+$9.37K	0.02%	359
2013 Q3	$28K	Buy	200 +3	+2%	+$436	0.01%	384
2013 Q2	$29K	Buy	+197	New	+$31.6K	0.01%	339

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 $3.38T AUM 44.17% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partnervest Advisory Services's SPG Position: Q1 2018 in Review

Partnervest Advisory Services sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 1,189 shares — an estimated $204K sold.

Partnervest Advisory Services first reported a position in SPG in Q2 2013 and held it in 6 quarters. The position peaked at $204K in Q4 2017. 693 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

Partnervest Advisory Services reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
Partnervest Advisory Services sold 1,189 Simon Property Group shares in Q1 2018, an estimated $204K.
Partnervest Advisory Services first reported a position in Simon Property Group in Q2 2013 and held it in 6 quarters.
Partnervest Advisory Services's Simon Property Group position peaked at $204K in Q4 2017.
693 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Partnervest Advisory Services's 13F filing for Q1 2018, filed 3 May 2018.