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Signature Estate & Investment Advisors’s Simon Property Group SPG Stock Holding History

Signature Estate & Investment 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
2016
Q4 		– Sell
-57,893
Closed -$12M – 174
2016
Q3 		$12M Buy
+57,893
New +$12.6M 1.75% 25

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Signature Estate & Investment Advisors's SPG Position: Q4 2016 in Review

Signature Estate & Investment Advisors sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 57,893 shares — an estimated $12M sold.

Signature Estate & Investment Advisors first reported a position in SPG in Q3 2016 and held it in 1 quarter. The position peaked at $12M in Q3 2016. 710 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

  • Signature Estate & Investment Advisors reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 57,893 Simon Property Group shares in Q4 2016, an estimated $12M.
  • Signature Estate & Investment Advisors first reported a position in Simon Property Group in Q3 2016 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Simon Property Group position peaked at $12M in Q3 2016.
  • 710 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.