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Smith Shellnut Wilson’s Simon Property Group SPG Stock Holding History

Smith Shellnut Wilson’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
Q1 		– Sell
-1,444
Closed -$248K – 135
2017
Q4 		$248K Hold
1,444
– – 0.21% 110
2017
Q3 		$232K Sell
1,444
-324
-18% -$51.7K 0.2% 117
2017
Q2 		$383K Sell
1,768
-54
-3% -$8.79K 0.4% 49
2017
Q1 		$313K Hold
1,822
– – 0.29% 81
2016
Q4 		$324K Buy
+1,822
New +$338K 0.31% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith Shellnut Wilson's SPG Position: Q1 2018 in Review

Smith Shellnut Wilson sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 1,444 shares — an estimated $248K sold.

Smith Shellnut Wilson first reported a position in SPG in Q4 2016 and held it in 5 quarters. The position peaked at $383K in Q2 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • Smith Shellnut Wilson reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • Smith Shellnut Wilson sold 1,444 Simon Property Group shares in Q1 2018, an estimated $248K.
  • Smith Shellnut Wilson first reported a position in Simon Property Group in Q4 2016 and held it in 5 quarters.
  • Smith Shellnut Wilson's Simon Property Group position peaked at $383K in Q2 2017.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Smith Shellnut Wilson's 13F filing for Q1 2018, filed 24 Apr 2018.