SMH
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Sanders Morris Harris’s Simon Property Group SPG Stock Holding History

Sanders Morris Harris’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
2016
Q3 		– Sell
-20,297
Closed -$4.4M – 217
2016
Q2 		$4.4M Sell
20,297
-272
-1% -$55.5K 1.02% 14
2016
Q1 		$4.27M Buy
+20,569
New +$3.95M 0.74% 24

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Sanders Morris Harris's SPG Position: Q3 2016 in Review

Sanders Morris Harris sold out of Simon Property Group (SPG) in Q3 2016, closing a stake of 20,297 shares — an estimated $4.4M sold.

Sanders Morris Harris first reported a position in SPG in Q1 2016 and held it in 2 quarters. The position peaked at $4.4M in Q2 2016. 699 funds tracked by Wall St. Rank hold SPG as of Q3 2016.

  • Sanders Morris Harris reported no remaining Simon Property Group position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 20,297 Simon Property Group shares in Q3 2016, an estimated $4.4M.
  • Sanders Morris Harris first reported a position in Simon Property Group in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's Simon Property Group position peaked at $4.4M in Q2 2016.
  • 699 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.