Pinnacle Summer Investments’s Simon Property Group SPG Stock Holding History

Pinnacle Summer 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
2015 Q4	$3.94M	Buy	20,248 +403	+2%	+$78.1K	0.58%	25
2015 Q3	$3.63M	Buy	19,845 +735	+4%	+$135K	0.62%	31
2015 Q2	$3.31M	Buy	19,110 +271	+1%	+$49.8K	0.7%	26
2015 Q1	$3.69M	Buy	18,839 +310	+2%	+$60.1K	0.51%	33
2014 Q4	$3.68M	Buy	18,529 +1,061	+6%	+$188K	0.45%	35
2014 Q3	$2.87M	Buy	17,468 +3,502	+25%	+$590K	0.32%	47
2014 Q2	$2.36M	Buy	13,966 +11,109	+389%	+$1.81M	0.27%	51
2014 Q1	$465K	Buy	2,857 +17	+0.6%	+$2.53K	0.06%	170
2013 Q4	$407K	Buy	2,840 +218	+8%	+$31.4K	0.06%	180
2013 Q3	$366K	Sell	2,622 -6,027	-70%	-$875K	0.06%	171
2013 Q2	$1.28M	Buy	+8,649	New	+$1.39M	0.32%	60

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 $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $51.1B AUM 35.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

AAMU

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

Pinnacle Summer Investments's SPG Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Simon Property Group (SPG) stake by 2% in Q4 2015, buying an estimated $78.1K and bringing the position to 20,248 shares worth $3.94M. The position accounts for 0.58% of the portfolio, ranked #25.

Pinnacle Summer Investments first reported a position in SPG in Q2 2013 and has held it in 11 quarters since. 674 funds tracked by Wall St. Rank hold SPG as of Q4 2015.

Pinnacle Summer Investments held 20,248 shares of Simon Property Group worth $3.94M as of Q4 2015.
Pinnacle Summer Investments bought 403 Simon Property Group shares in Q4 2015, an estimated $78.1K.
Simon Property Group made up 0.58% of Pinnacle Summer Investments's portfolio in Q4 2015, its #25 holding.
Pinnacle Summer Investments first reported a position in Simon Property Group in Q2 2013 and has held it in 11 quarters since.
674 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.