Steel Grove Capital Advisors’s Simon Property Group SPG Stock Holding History

Steel Grove Capital 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
2017 Q2	–	Sell	-1,312	Closed	-$226K	–	292
2017 Q1	$226K	Hold	1,312	–	–	0.04%	249
2016 Q4	$233K	Hold	1,312	–	–	0.05%	224
2016 Q3	$272K	Hold	1,312	–	–	0.06%	156
2016 Q2	$285K	Hold	1,312	–	–	0.07%	139
2016 Q1	$272K	Hold	1,312	–	–	0.07%	139
2015 Q4	$255K	Hold	1,312	–	–	0.06%	167
2015 Q3	$241K	Buy	+1,312	New	+$241K	0.06%	159

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Steel Grove Capital Advisors's SPG Position: Q2 2017 in Review

Steel Grove Capital Advisors sold out of Simon Property Group (SPG) in Q2 2017, closing a stake of 1,312 shares — an estimated $226K sold.

Steel Grove Capital Advisors first reported a position in SPG in Q3 2015 and held it in 7 quarters. The position peaked at $285K in Q2 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

Steel Grove Capital Advisors reported no remaining Simon Property Group position as of Q2 2017 after selling out during the quarter.
Steel Grove Capital Advisors sold 1,312 Simon Property Group shares in Q2 2017, an estimated $226K.
Steel Grove Capital Advisors first reported a position in Simon Property Group in Q3 2015 and held it in 7 quarters.
Steel Grove Capital Advisors's Simon Property Group position peaked at $285K in Q2 2016.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.