SPC Financial Inc’s Simon Property Group SPG Stock Holding History

SPC Financial Inc’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
2019 Q4	–	Sell	-1,434	Closed	-$223K	–	145
2019 Q3	$223K	Hold	1,434	–	–	0.05%	118
2019 Q2	$229K	Hold	1,434	–	–	0.05%	123
2019 Q1	$261K	Hold	1,434	–	–	0.06%	117
2018 Q4	$241K	Hold	1,434	–	–	0.07%	112
2018 Q3	$253K	Hold	1,434	–	–	0.05%	121
2018 Q2	$244K	Hold	1,434	–	–	0.05%	118
2018 Q1	$221K	Hold	1,434	–	–	0.05%	115
2017 Q4	$246K	Hold	1,434	–	–	0.06%	116
2017 Q3	$231K	Buy	1,434 +34	+2%	+$5.43K	0.06%	111
2017 Q2	$226K	Hold	1,400	–	–	0.06%	102
2017 Q1	$241K	Buy	1,400 +100	+8%	+$17.9K	0.07%	102
2016 Q4	$231K	Hold	1,300	–	–	0.07%	102
2016 Q3	$269K	Hold	1,300	–	–	0.09%	106
2016 Q2	$282K	Hold	1,300	–	–	0.1%	100
2016 Q1	$270K	Hold	1,300	–	–	0.1%	95
2015 Q4	$253K	Hold	1,300	–	–	0.1%	93
2015 Q3	$239K	Sell	1,300 -6	-0.5%	-$1.1K	0.1%	94
2015 Q2	$226K	Hold	1,306	–	–	0.06%	106
2015 Q1	$256K	Sell	1,306 -34	-3%	-$6.59K	0.07%	104
2014 Q4	$244K	Hold	1,340	–	–	0.07%	102
2014 Q3	$220K	Buy	1,340 +34	+3%	+$5.72K	0.06%	100
2014 Q2	$217K	Sell	1,306 -82	-6%	-$13.4K	0.06%	101
2014 Q1	$214K	Buy	+1,388	New	+$207K	0.07%	98

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SPC Financial Inc's SPG Position: Q4 2019 in Review

SPC Financial Inc sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 1,434 shares — an estimated $223K sold.

SPC Financial Inc first reported a position in SPG in Q1 2014 and held it in 23 quarters. The position peaked at $282K in Q2 2016. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

SPC Financial Inc reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
SPC Financial Inc sold 1,434 Simon Property Group shares in Q4 2019, an estimated $223K.
SPC Financial Inc first reported a position in Simon Property Group in Q1 2014 and held it in 23 quarters.
SPC Financial Inc's Simon Property Group position peaked at $282K in Q2 2016.
787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on SPC Financial Inc's 13F filing for Q4 2019, filed 23 Jan 2020.