Texas Yale Capital Corp’s Simon Property Group SPG Stock Holding History

Texas Yale Capital Corp’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 Q3	–	Sell	-2,290	Closed	-$370K	–	448
2017 Q2	$370K	Hold	2,290	–	–	0.03%	352
2017 Q1	$394K	Buy	2,290 +1,000	+78%	+$179K	0.03%	340
2016 Q4	$229K	Hold	1,290	–	–	0.02%	405
2016 Q3	$267K	Hold	1,290	–	–	0.03%	397
2016 Q2	$280K	Hold	1,290	–	–	0.03%	391
2016 Q1	$268K	Hold	1,290	–	–	0.03%	385
2015 Q4	$251K	Hold	1,290	–	–	0.02%	395
2015 Q3	$237K	Sell	1,290 -482	-27%	-$88.4K	0.02%	421
2015 Q2	$307K	Hold	1,772	–	–	0.03%	413
2015 Q1	$347K	Hold	1,772	–	–	0.03%	400
2014 Q4	$323K	Hold	1,772	–	–	0.03%	387
2014 Q3	$291K	Buy	1,772 +482	+37%	+$81.1K	0.03%	371
2014 Q2	$215K	Sell	1,290 -81	-6%	-$13.2K	0.03%	350
2014 Q1	$212K	Buy	+1,371	New	+$204K	0.03%	342
2013 Q3	–	Sell	-1,371	Closed	-$204K	–	293
2013 Q2	$204K	Buy	+1,371	New	+$220K	0.04%	260

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Texas Yale Capital Corp's SPG Position: Q3 2017 in Review

Texas Yale Capital Corp sold out of Simon Property Group (SPG) in Q3 2017, closing a stake of 2,290 shares — an estimated $370K sold.

Texas Yale Capital Corp first reported a position in SPG in Q2 2013 and held it in 15 quarters. The position peaked at $394K in Q1 2017. 655 funds tracked by Wall St. Rank hold SPG as of Q3 2017.

Texas Yale Capital Corp reported no remaining Simon Property Group position as of Q3 2017 after selling out during the quarter.
Texas Yale Capital Corp sold 2,290 Simon Property Group shares in Q3 2017, an estimated $370K.
Texas Yale Capital Corp first reported a position in Simon Property Group in Q2 2013 and held it in 15 quarters.
Texas Yale Capital Corp's Simon Property Group position peaked at $394K in Q1 2017.
655 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2017.

Based on Texas Yale Capital Corp's 13F filing for Q3 2017, filed 8 Nov 2017.