Private Capital Management (Minnesota)’s Simon Property Group SPG Stock Holding History

Private Capital Management (Minnesota)’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 Q3	$1.02M	Sell	6,350 -550	-8%	-$87.8K	1.15%	16
2017 Q2	$1.12M	Buy	6,900 +1,200	+21%	+$195K	1.24%	15
2017 Q1	$981K	Buy	5,700 +400	+8%	+$71.5K	1.07%	19
2016 Q4	$942K	Buy	5,300 +2,850	+116%	+$529K	1.05%	21
2016 Q3	$507K	Hold	2,450	–	–	0.53%	80
2016 Q2	$531K	Sell	2,450 -600	-20%	-$122K	0.52%	79
2016 Q1	$633K	Sell	3,050 -750	-20%	-$144K	0.58%	68
2015 Q4	$739K	Buy	+3,800	New	+$736K	0.68%	48

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Private Capital Management (Minnesota)'s SPG Position: Q3 2017 in Review

Private Capital Management (Minnesota) reduced its Simon Property Group (SPG) stake by 8% in Q3 2017, selling an estimated $87.8K and leaving 6,350 shares worth $1.02M. The position accounts for 1.15% of the portfolio, ranked #16.

Private Capital Management (Minnesota) first reported a position in SPG in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2017. 655 funds tracked by Wall St. Rank hold SPG as of Q3 2017.

Private Capital Management (Minnesota) held 6,350 shares of Simon Property Group worth $1.02M as of Q3 2017.
Private Capital Management (Minnesota) sold 550 Simon Property Group shares in Q3 2017, an estimated $87.8K.
Simon Property Group made up 1.15% of Private Capital Management (Minnesota)'s portfolio in Q3 2017, its #16 holding.
Private Capital Management (Minnesota) first reported a position in Simon Property Group in Q4 2015 and has held it in 8 quarters since.
Private Capital Management (Minnesota)'s Simon Property Group position peaked at $1.12M in Q2 2017.
655 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.