Turner Investments’s Simon Property Group SPG Stock Holding History

Turner Investments’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	-1,690	Closed	-$331K	–	371
2015 Q1	$331K	Sell	1,690 -970	-36%	-$188K	0.06%	267
2014 Q4	$484K	Buy	+2,660	New	+$472K	0.06%	343
2013 Q4	–	Sell	-19,963	Closed	-$2.78M	–	643
2013 Q3	$2.78M	Buy	+19,963	New	+$2.9M	0.05%	352

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

BFA

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

Turner Investments's SPG Position: Q2 2015 in Review

Turner Investments sold out of Simon Property Group (SPG) in Q2 2015, closing a stake of 1,690 shares — an estimated $331K sold.

Turner Investments first reported a position in SPG in Q3 2013 and held it in 3 quarters. The position peaked at $2.78M in Q3 2013. 648 funds tracked by Wall St. Rank hold SPG as of Q2 2015.

Turner Investments reported no remaining Simon Property Group position as of Q2 2015 after selling out during the quarter.
Turner Investments sold 1,690 Simon Property Group shares in Q2 2015, an estimated $331K.
Turner Investments first reported a position in Simon Property Group in Q3 2013 and held it in 3 quarters.
Turner Investments's Simon Property Group position peaked at $2.78M in Q3 2013.
648 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2015.

Based on Turner Investments's 13F filing for Q2 2015, filed 12 Aug 2015.