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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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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.