TDAM USA’s Simon Property Group SPG Stock Holding History

TDAM USA’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
2015 Q2	–	Sell	-1,371	Closed	-$268K	–	421
2015 Q1	$268K	Buy	1,371 +82	+6%	+$15.9K	0.01%	364
2014 Q4	$235K	Buy	1,289 +66	+5%	+$11.7K	0.01%	291
2014 Q3	$201K	Hold	1,223	–	–	0.01%	300
2014 Q2	$203K	Sell	1,223 -78	-6%	-$12.7K	0.01%	306
2014 Q1	$201K	Buy	+1,301	New	+$194K	0.01%	313
2013 Q3	–	Sell	-1,350	Closed	-$201K	–	336
2013 Q2	$201K	Buy	+1,350	New	+$217K	0.01%	254

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TDAM USA's SPG Position: Q2 2015 in Review

TDAM USA sold out of Simon Property Group (SPG) in Q2 2015, closing a stake of 1,371 shares — an estimated $268K sold.

TDAM USA first reported a position in SPG in Q2 2013 and held it in 6 quarters. The position peaked at $268K in Q1 2015. 647 funds tracked by Wall St. Rank hold SPG as of Q2 2015.

TDAM USA reported no remaining Simon Property Group position as of Q2 2015 after selling out during the quarter.
TDAM USA sold 1,371 Simon Property Group shares in Q2 2015, an estimated $268K.
TDAM USA first reported a position in Simon Property Group in Q2 2013 and held it in 6 quarters.
TDAM USA's Simon Property Group position peaked at $268K in Q1 2015.
647 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2015.

Based on TDAM USA's 13F filing for Q2 2015, filed 11 Aug 2015.