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Rowland Carmichael Advisors’s Simon Property Group SPG Stock Holding History

Rowland Carmichael Advisors’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
Q4 		– Sell
-3,700
Closed -$654K – 357
2018
Q3 		$654K Buy
3,700
+100
+3% +$17.7K 0.25% 105
2018
Q2 		$613K Buy
3,600
+100
+3% +$15.9K 0.26% 101
2018
Q1 		$540K Hold
3,500
– – 0.3% 104
2017
Q4 		$601K Sell
3,500
-900
-20% -$146K 0.31% 104
2017
Q3 		$708K Hold
4,400
– – 0.39% 78
2017
Q2 		$712K Hold
4,400
– – 0.41% 79
2017
Q1 		$757K Buy
4,400
+300
+7% +$53.6K 0.46% 70
2016
Q4 		$728K Buy
4,100
+90
+2% +$16.7K 0.43% 76
2016
Q3 		$830K Buy
4,010
+10
+0.3% +$2.17K 0.53% 70
2016
Q2 		$868K Buy
+4,000
New +$816K 0.55% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rowland Carmichael Advisors's SPG Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 3,700 shares — an estimated $654K sold.

Rowland Carmichael Advisors first reported a position in SPG in Q2 2016 and held it in 10 quarters. The position peaked at $868K in Q2 2016. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

  • Rowland Carmichael Advisors reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 3,700 Simon Property Group shares in Q4 2018, an estimated $654K.
  • Rowland Carmichael Advisors first reported a position in Simon Property Group in Q2 2016 and held it in 10 quarters.
  • Rowland Carmichael Advisors's Simon Property Group position peaked at $868K in Q2 2016.
  • 784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.