RW
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Rand Wealth’s Simon Property Group SPG Stock Holding History

Rand Wealth’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
Q2 		– Sell
-1,661
Closed -$325K – 211
2015
Q1 		$325K Sell
1,661
-48
-3% -$9.3K 0.04% 185
2014
Q4 		$351K Buy
1,709
+1
+0.1% +$177 0.05% 184
2014
Q3 		$281K Hold
1,708
– – 0.04% 179
2014
Q2 		$284K Sell
1,708
-108
-6% -$17.6K 0.04% 173
2014
Q1 		$280K Hold
1,816
– – 0.05% 169
2013
Q4 		$260K Hold
1,816
– – 0.05% 176
2013
Q3 		$253K Buy
1,816
+155
+9% +$22.5K 0.05% 174
2013
Q2 		$247K Buy
+1,661
New +$266K 0.05% 169

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return