SAM
SPG icon

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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