RFS
SPG icon

Rockefeller Financial Services’s Simon Property Group SPG Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$268K Hold
1,562
– – ﹤0.01% 321
2017
Q3 		$251K Buy
+1,562
New +$249K ﹤0.01% 315
2017
Q2 		– Sell
-800
Closed -$138K – 456
2017
Q1 		$138K Buy
+800
New +$143K ﹤0.01% 334

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockefeller Financial Services's SPG Position: Q4 2017 in Review

Rockefeller Financial Services held its Simon Property Group (SPG) position steady in Q4 2017 at 1,562 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Rockefeller Financial Services first reported a position in SPG in Q1 2017 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

  • Rockefeller Financial Services held 1,562 shares of Simon Property Group worth $268K as of Q4 2017.
  • Rockefeller Financial Services left its Simon Property Group share count unchanged in Q4 2017.
  • Simon Property Group made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #321 holding.
  • Rockefeller Financial Services first reported a position in Simon Property Group in Q1 2017 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.