US Financial Advisors’s Simon Property Group SPG Stock Holding History

US Financial Advisors’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
2016 Q1	–	Sell	-102	Closed	-$20K	–	592
2015 Q4	$20K	Hold	102	–	–	0.02%	245
2015 Q3	$19K	Hold	102	–	–	0.03%	215
2015 Q2	$18K	Hold	102	–	–	0.02%	194
2015 Q1	$20K	Buy	+102	New	+$19.8K	0.02%	195

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

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

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

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

BFA

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

AAMU

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

US Financial Advisors's SPG Position: Q1 2016 in Review

US Financial Advisors sold out of Simon Property Group (SPG) in Q1 2016, closing a stake of 102 shares — an estimated $20K sold.

US Financial Advisors first reported a position in SPG in Q1 2015 and held it in 4 quarters. The position peaked at $20K in Q4 2015. 671 funds tracked by Wall St. Rank hold SPG as of Q1 2016.

US Financial Advisors reported no remaining Simon Property Group position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 102 Simon Property Group shares in Q1 2016, an estimated $20K.
US Financial Advisors first reported a position in Simon Property Group in Q1 2015 and held it in 4 quarters.
US Financial Advisors's Simon Property Group position peaked at $20K in Q4 2015.
671 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.