Stonehage Fleming Financial Services’s Simon Property Group SPG Stock Holding History

Stonehage Fleming Financial Services’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	-1,628	Closed	-$280K	–	264
2017 Q1	$280K	Sell	1,628 -1,322	-45%	-$236K	0.02%	200
2016 Q4	$524K	Buy	2,950 +1,187	+67%	+$220K	0.03%	158
2016 Q3	$365K	Sell	1,763 -1,931	-52%	-$419K	0.02%	162
2016 Q2	$801K	Hold	3,694	–	–	0.05%	120
2016 Q1	$767K	Hold	3,694	–	–	0.05%	115
2015 Q4	$718K	Sell	3,694 -315	-8%	-$61K	0.06%	58
2015 Q3	$737K	Buy	4,009 +266	+7%	+$48.8K	0.08%	59
2015 Q2	$648K	Buy	3,743 +1,033	+38%	+$190K	0.08%	59
2015 Q1	$530K	Hold	2,710	–	–	0.06%	70
2014 Q4	$494K	Buy	+2,710	New	+$481K	0.06%	68

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Stonehage Fleming Financial Services's SPG Position: Q2 2017 in Review

Stonehage Fleming Financial Services sold out of Simon Property Group (SPG) in Q2 2017, closing a stake of 1,628 shares — an estimated $280K sold.

Stonehage Fleming Financial Services first reported a position in SPG in Q4 2014 and held it in 10 quarters. The position peaked at $801K in Q2 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

Stonehage Fleming Financial Services reported no remaining Simon Property Group position as of Q2 2017 after selling out during the quarter.
Stonehage Fleming Financial Services sold 1,628 Simon Property Group shares in Q2 2017, an estimated $280K.
Stonehage Fleming Financial Services first reported a position in Simon Property Group in Q4 2014 and held it in 10 quarters.
Stonehage Fleming Financial Services's Simon Property Group position peaked at $801K in Q2 2016.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2017, filed 11 Oct 2019.