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Vantage Investment Advisors’s Simon Property Group SPG Stock Holding History

Vantage Investment 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
2018
Q3 		$18K Buy
187
+87
+87% +$15.4K ﹤0.01% 450
2018
Q2 		$17K Hold
100
– – ﹤0.01% 452
2018
Q1 		$15K Hold
100
– – ﹤0.01% 483
2017
Q4 		$17K Hold
100
– – ﹤0.01% 478
2017
Q3 		$16K Hold
100
– – ﹤0.01% 478
2017
Q2 		$16K Sell
100
-73
-42% -$11.9K ﹤0.01% 465
2017
Q1 		$30K Hold
173
– – 0.01% 330
2016
Q4 		$31K Sell
173
-300
-63% -$55.7K 0.01% 330
2016
Q3 		$98K Buy
473
+200
+73% +$43.4K 0.04% 162
2016
Q2 		$59K Buy
273
+100
+58% +$20.4K 0.02% 239
2016
Q1 		$36K Buy
173
+73
+73% +$14K 0.02% 296
2015
Q4 		$19K Hold
100
– – 0.01% 396
2015
Q3 		$18K Hold
100
– – 0.01% 399
2015
Q2 		$17K Sell
100
-100
-50% -$18.4K 0.01% 405
2015
Q1 		$39K Buy
200
+100
+100% +$19.4K 0.01% 382
2014
Q4 		$18K Hold
100
– – 0.01% 402
2014
Q3 		$16K Hold
100
– – 0.01% 402
2014
Q2 		$17K Sell
100
-6
-6% -$980 0.01% 409
2014
Q1 		$16K Hold
106
– – 0.01% 380
2013
Q4 		$15K Buy
+106
New +$15.3K 0.01% 356

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vantage Investment Advisors's SPG Position: Q3 2018 in Review

Vantage Investment Advisors increased its Simon Property Group (SPG) stake by 87% in Q3 2018, buying an estimated $15.4K and bringing the position to 187 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Vantage Investment Advisors first reported a position in SPG in Q4 2013 and has held it in 20 quarters since. The position peaked at $98K in Q3 2016. 734 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

  • Vantage Investment Advisors held 187 shares of Simon Property Group worth $18K as of Q3 2018.
  • Vantage Investment Advisors bought 87 Simon Property Group shares in Q3 2018, an estimated $15.4K.
  • Simon Property Group made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #450 holding.
  • Vantage Investment Advisors first reported a position in Simon Property Group in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Simon Property Group position peaked at $98K in Q3 2016.
  • 734 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.