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Waddell & Reed Financial’s Simon Property Group SPG Stock Holding History

Waddell & Reed Financial’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
-20,348
Closed -$3.02M – 579
2013
Q2 		$3.02M Buy
+20,348
New +$3.26M 0.01% 490

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 $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waddell & Reed Financial's SPG Position: Q3 2013 in Review

Waddell & Reed Financial sold out of Simon Property Group (SPG) in Q3 2013, closing a stake of 20,348 shares — an estimated $3.02M sold.

Waddell & Reed Financial first reported a position in SPG in Q2 2013 and held it in 1 quarter. The position peaked at $3.02M in Q2 2013. 560 funds tracked by Wall St. Rank hold SPG as of Q3 2013.

  • Waddell & Reed Financial reported no remaining Simon Property Group position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 20,348 Simon Property Group shares in Q3 2013, an estimated $3.02M.
  • Waddell & Reed Financial first reported a position in Simon Property Group in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's Simon Property Group position peaked at $3.02M in Q2 2013.
  • 560 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.