TradeWorx’s Simon Property Group SPG Stock Holding History

TradeWorx’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
2013 Q3	–	Sell	-5,476	Closed	-$813K	–	589
2013 Q2	$813K	Buy	+5,476	New	+$878K	0.35%	78

Other funds holding SPG

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AAMU

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TradeWorx's SPG Position: Q3 2013 in Review

TradeWorx sold out of Simon Property Group (SPG) in Q3 2013, closing a stake of 5,476 shares — an estimated $813K sold.

TradeWorx first reported a position in SPG in Q2 2013 and held it in 1 quarter. The position peaked at $813K in Q2 2013. 560 funds tracked by Wall St. Rank hold SPG as of Q3 2013.

TradeWorx reported no remaining Simon Property Group position as of Q3 2013 after selling out during the quarter.
TradeWorx sold 5,476 Simon Property Group shares in Q3 2013, an estimated $813K.
TradeWorx first reported a position in Simon Property Group in Q2 2013 and held it in 1 quarter.
TradeWorx's Simon Property Group position peaked at $813K in Q2 2013.
560 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.