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Robert N. Shapiro’s Simon Property Group SPG Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$620K Hold
3,402
– – 0.12% 156
2014
Q3 		$559K Sell
3,402
-1
-0% -$168 0.11% 167
2014
Q2 		$566K Sell
3,403
-416
-11% -$67.9K 0.11% 168
2014
Q1 		$589K Sell
3,819
-466
-11% -$69.4K 0.11% 159
2013
Q4 		$613K Sell
4,285
-10
-0.2% -$1.44K 0.11% 160
2013
Q3 		$599K Buy
4,295
+3,175
+283% +$461K 0.11% 163
2013
Q2 		$166K Buy
+1,120
New +$180K 0.03% 288

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robert N. Shapiro's SPG Position: Q4 2014 in Review

Robert N. Shapiro held its Simon Property Group (SPG) position steady in Q4 2014 at 3,402 shares worth $620K. The position accounts for 0.12% of the portfolio, ranked #156.

Robert N. Shapiro first reported a position in SPG in Q2 2013 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold SPG as of Q4 2014.

  • Robert N. Shapiro held 3,402 shares of Simon Property Group worth $620K as of Q4 2014.
  • Robert N. Shapiro left its Simon Property Group share count unchanged in Q4 2014.
  • Simon Property Group made up 0.12% of Robert N. Shapiro's portfolio in Q4 2014, its #156 holding.
  • Robert N. Shapiro first reported a position in Simon Property Group in Q2 2013 and has held it in 7 quarters since.
  • 672 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.