SignalPoint Asset Management’s Simon Property Group SPG Stock Holding History

SignalPoint Asset Management’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 Q1	–	Sell	-2,641	Closed	-$469K	–	202
2016 Q4	$469K	Buy	2,641 +515	+24%	+$95.6K	0.12%	154
2016 Q3	$440K	Buy	2,126 +426	+25%	+$92.4K	0.12%	153
2016 Q2	$369K	Hold	1,700	–	–	0.15%	149
2016 Q1	$353K	Hold	1,700	–	–	0.15%	143
2015 Q4	$331K	Buy	1,700 +365	+27%	+$70.7K	0.15%	123
2015 Q3	$245K	Buy	+1,335	New	+$245K	0.11%	155
2014 Q3	–	Sell	-1,335	Closed	-$222K	–	169
2014 Q2	$222K	Buy	+1,335	New	+$218K	0.1%	154
2014 Q1	–	Sell	-1,419	Closed	-$204K	–	164
2013 Q4	$204K	Buy	+1,419	New	+$204K	0.09%	150

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

SignalPoint Asset Management's SPG Position: Q1 2017 in Review

SignalPoint Asset Management sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 2,641 shares — an estimated $469K sold.

SignalPoint Asset Management first reported a position in SPG in Q4 2013 and held it in 8 quarters. The position peaked at $469K in Q4 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

SignalPoint Asset Management reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
SignalPoint Asset Management sold 2,641 Simon Property Group shares in Q1 2017, an estimated $469K.
SignalPoint Asset Management first reported a position in Simon Property Group in Q4 2013 and held it in 8 quarters.
SignalPoint Asset Management's Simon Property Group position peaked at $469K in Q4 2016.
686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on SignalPoint Asset Management's 13F filing for Q1 2017, filed 2 May 2017.