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South Texas Money Management’s Simon Property Group SPG Stock Holding History

South Texas Money 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
Q3 		– Sell
-2,760
Closed -$446K – 215
2017
Q2 		$446K Buy
2,760
+45
+2% +$7.33K 0.02% 146
2017
Q1 		$467K Sell
2,715
-233
-8% -$41.6K 0.02% 147
2016
Q4 		$524K Hold
2,948
– – 0.03% 135
2016
Q3 		$610K Buy
2,948
+89
+3% +$19.3K 0.03% 119
2016
Q2 		$620K Hold
2,859
– – 0.03% 114
2016
Q1 		$594K Sell
2,859
-500
-15% -$96K 0.03% 125
2015
Q4 		$653K Hold
3,359
– – 0.04% 121
2015
Q3 		$617K Buy
3,359
+74
+2% +$13.6K 0.04% 118
2015
Q2 		$568K Buy
3,285
+463
+16% +$85.1K 0.03% 123
2015
Q1 		$552K Hold
2,822
– – 0.03% 121
2014
Q4 		$514K Hold
2,822
– – 0.03% 122
2014
Q3 		$464K Buy
2,822
+125
+5% +$21K 0.03% 122
2014
Q2 		$448K Sell
2,697
-646
-19% -$105K 0.03% 127
2014
Q1 		$516K Sell
3,343
-140,448
-98% -$20.9M 0.03% 113
2013
Q4 		$20.6M Sell
143,791
-4,732
-3% -$682K 1.44% 32
2013
Q3 		$20.7M Sell
148,523
-2,855
-2% -$415K 1.6% 28
2013
Q2 		$22.5M Buy
+151,378
New +$24.3M 1.83% 25

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

South Texas Money Management's SPG Position: Q3 2017 in Review

South Texas Money Management sold out of Simon Property Group (SPG) in Q3 2017, closing a stake of 2,760 shares — an estimated $446K sold.

South Texas Money Management first reported a position in SPG in Q2 2013 and held it in 17 quarters. The position peaked at $22.5M in Q2 2013. 655 funds tracked by Wall St. Rank hold SPG as of Q3 2017.

  • South Texas Money Management reported no remaining Simon Property Group position as of Q3 2017 after selling out during the quarter.
  • South Texas Money Management sold 2,760 Simon Property Group shares in Q3 2017, an estimated $446K.
  • South Texas Money Management first reported a position in Simon Property Group in Q2 2013 and held it in 17 quarters.
  • South Texas Money Management's Simon Property Group position peaked at $22.5M in Q2 2013.
  • 655 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2017.

Based on South Texas Money Management's 13F filing for Q3 2017, filed 14 Nov 2017.