QIM
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Quest Investment Management’s Simon Property Group SPG Stock Holding History

Quest Investment 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
Q1 		– Sell
-4,254
Closed -$731K – 113
2017
Q4 		$731K Buy
+4,254
New +$691K 0.11% 85
2017
Q2 		– Sell
-41,365
Closed -$7.12M – 109
2017
Q1 		$7.12M Sell
41,365
-54,395
-57% -$9.72M 0.98% 39
2016
Q4 		$17M Buy
95,760
+22,592
+31% +$4.2M 2.17% 15
2016
Q3 		$15.1M Buy
73,168
+8,790
+14% +$1.91M 1.99% 11
2016
Q2 		$14M Sell
64,378
-4,627
-7% -$944K 1.9% 18
2016
Q1 		$14.3M Sell
69,005
-4,936
-7% -$948K 1.97% 15
2015
Q4 		$14.4M Buy
73,941
+6,955
+10% +$1.35M 1.95% 15
2015
Q3 		$12.3M Buy
66,986
+1,144
+2% +$210K 1.73% 22
2015
Q2 		$11.4M Buy
65,842
+20,305
+45% +$3.73M 1.6% 18
2015
Q1 		$8.91M Buy
45,537
+9,916
+28% +$1.92M 1.21% 39
2014
Q4 		$6.49M Buy
35,621
+33,356
+1,473% +$5.92M 0.77% 64
2014
Q3 		$372K Hold
2,265
– – 0.04% 154
2014
Q2 		$377K Sell
2,265
-47,158
-95% -$7.7M 0.04% 162
2014
Q1 		$7.63M Sell
49,423
-8,613
-15% -$1.28M 0.72% 71
2013
Q4 		$8.31M Sell
58,036
-11,596
-17% -$1.67M 0.72% 77
2013
Q3 		$9.71M Buy
69,632
+34,659
+99% +$5.03M 0.83% 58
2013
Q2 		$5.2M Buy
+34,973
New +$5.61M 0.39% 73

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quest Investment Management's SPG Position: Q1 2018 in Review

Quest Investment Management sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 4,254 shares — an estimated $731K sold.

Quest Investment Management first reported a position in SPG in Q2 2013 and held it in 17 quarters. The position peaked at $17M in Q4 2016. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • Quest Investment Management reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • Quest Investment Management sold 4,254 Simon Property Group shares in Q1 2018, an estimated $731K.
  • Quest Investment Management first reported a position in Simon Property Group in Q2 2013 and held it in 17 quarters.
  • Quest Investment Management's Simon Property Group position peaked at $17M in Q4 2016.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Quest Investment Management's 13F filing for Q1 2018, filed 15 May 2018.