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Roundview Capital’s Simon Property Group SPG Stock Holding History

Roundview Capital’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
Q2 		– Sell
-3,742
Closed -$578K – 220
2018
Q1 		$578K Hold
3,742
– – 0.16% 146
2017
Q4 		$643K Buy
+3,742
New +$608K 0.17% 142

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Roundview Capital's SPG Position: Q2 2018 in Review

Roundview Capital sold out of Simon Property Group (SPG) in Q2 2018, closing a stake of 3,742 shares — an estimated $578K sold.

Roundview Capital first reported a position in SPG in Q4 2017 and held it in 2 quarters. The position peaked at $643K in Q4 2017. 713 funds tracked by Wall St. Rank hold SPG as of Q2 2018.

  • Roundview Capital reported no remaining Simon Property Group position as of Q2 2018 after selling out during the quarter.
  • Roundview Capital sold 3,742 Simon Property Group shares in Q2 2018, an estimated $578K.
  • Roundview Capital first reported a position in Simon Property Group in Q4 2017 and held it in 2 quarters.
  • Roundview Capital's Simon Property Group position peaked at $643K in Q4 2017.
  • 713 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2018.

Based on Roundview Capital's 13F filing for Q2 2018, filed 10 Aug 2018.