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U.S. Global Investors (USGI)’s Simon Property Group SPG Stock Holding History

U.S. Global Investors (USGI)’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
Q4 		– Sell
-69,031
Closed -$9.63M – 361
2013
Q3 		$9.63M Buy
+69,031
New +$10M 1.65% 8

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

U.S. Global Investors (USGI)'s SPG Position: Q4 2013 in Review

U.S. Global Investors (USGI) sold out of Simon Property Group (SPG) in Q4 2013, closing a stake of 69,031 shares — an estimated $9.63M sold.

U.S. Global Investors (USGI) first reported a position in SPG in Q3 2013 and held it in 1 quarter. The position peaked at $9.63M in Q3 2013. 583 funds tracked by Wall St. Rank hold SPG as of Q4 2013.

  • U.S. Global Investors (USGI) reported no remaining Simon Property Group position as of Q4 2013 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 69,031 Simon Property Group shares in Q4 2013, an estimated $9.63M.
  • U.S. Global Investors (USGI) first reported a position in Simon Property Group in Q3 2013 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Simon Property Group position peaked at $9.63M in Q3 2013.
  • 583 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2013.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2013, filed 5 Mar 2014.