Private Capital Management (Minnesota)’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.02M | Sell |
6,350
-550
| -8% | -$88.5K | 1.15% | 16 |
|
|
2017
Q2 | $1.12M | Buy |
6,900
+1,200
| +21% | +$194K | 1.24% | 15 |
|
|
2017
Q1 | $981K | Buy |
5,700
+400
| +8% | +$68.8K | 1.07% | 19 |
|
|
2016
Q4 | $942K | Buy |
5,300
+2,850
| +116% | +$507K | 1.05% | 21 |
|
|
2016
Q3 | $507K | Hold |
2,450
| – | – | 0.53% | 80 |
|
|
2016
Q2 | $531K | Sell |
2,450
-600
| -20% | -$130K | 0.52% | 79 |
|
|
2016
Q1 | $633K | Sell |
3,050
-750
| -20% | -$156K | 0.58% | 68 |
|
|
2015
Q4 | $739K | Buy |
+3,800
| New | +$739K | 0.68% | 48 |
|