Princeton Capital Management’s Simon Property Group SPG Stock Holding History

Princeton Capital 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
2018 Q3	–	Sell	-49	Closed	-$8K	–	287
2018 Q2	$8K	Buy	+49	New	+$7.8K	﹤0.01%	259
2016 Q4	–	Sell	-5,153	Closed	-$1.07M	–	85
2016 Q3	$1.07M	Sell	5,153 -918	-15%	-$199K	1.32%	45
2016 Q2	$1.32M	Sell	6,071 -116	-2%	-$23.7K	1.5%	36
2016 Q1	$1.28M	Buy	6,187 +184	+3%	+$35.3K	1.45%	41
2015 Q4	$1.17M	Sell	6,003 -195	-3%	-$37.8K	1.31%	48
2015 Q3	$1.14M	Sell	6,198 -127	-2%	-$23.3K	1.29%	48
2015 Q2	$1.09M	Sell	6,325 -372	-6%	-$68.4K	1.11%	56
2015 Q1	$1.31M	Sell	6,697 -577	-8%	-$112K	1.28%	42
2014 Q4	$1.32M	Sell	7,274 -1,145	-14%	-$203K	1.31%	49
2014 Q3	$1.38M	Sell	8,419 -553	-6%	-$93.1K	1.26%	51
2014 Q2	$1.49M	Sell	8,972 -508	-5%	-$82.9K	1.26%	53
2014 Q1	$1.46M	Buy	9,480 +725	+8%	+$108K	1.23%	47
2013 Q4	$1.25M	Buy	8,755 +970	+12%	+$140K	1.04%	56
2013 Q3	$1.09M	Sell	7,785 -185	-2%	-$26.9K	0.99%	57
2013 Q2	$1.18M	Buy	+7,970	New	+$1.28M	1.12%	56

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

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

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

AAMU

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

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

Princeton Capital Management's SPG Position: Q3 2018 in Review

Princeton Capital Management sold out of Simon Property Group (SPG) in Q3 2018, closing a stake of 49 shares — an estimated $8K sold.

Princeton Capital Management first reported a position in SPG in Q2 2013 and held it in 15 quarters. The position peaked at $1.49M in Q2 2014. 735 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

Princeton Capital Management reported no remaining Simon Property Group position as of Q3 2018 after selling out during the quarter.
Princeton Capital Management sold 49 Simon Property Group shares in Q3 2018, an estimated $8K.
Princeton Capital Management first reported a position in Simon Property Group in Q2 2013 and held it in 15 quarters.
Princeton Capital Management's Simon Property Group position peaked at $1.49M in Q2 2014.
735 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Princeton Capital Management's 13F filing for Q3 2018, filed 7 Nov 2018.