Rockefeller Financial Services’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
Q4
$268K Hold
1,562
﹤0.01% 321
2017
Q3
$251K Buy
+1,562
New +$251K ﹤0.01% 315
2017
Q2
Sell
-800
Closed -$138K 457
2017
Q1
$138K Buy
+800
New +$138K ﹤0.01% 334