WBH Advisory’s Simon Property Group SPG Stock Holding History

WBH Advisory’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 Q4	–	Sell	-1,018	Closed	-$210K	–	229
2016 Q3	$210K	Buy	+1,018	New	+$221K	0.07%	211
2014 Q2	–	Sell	-2,599	Closed	-$401K	–	218
2014 Q1	$401K	Sell	2,599 -213	-8%	-$31.7K	0.16%	144
2013 Q4	$402K	Hold	2,812	–	–	0.16%	136
2013 Q3	$392K	Buy	2,812 +1	+0%	+$145	0.18%	131
2013 Q2	$417K	Buy	+2,811	New	+$451K	0.19%	125

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $14.3B AUM 16.79% 1-Year Est. Return

LIMS

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

WBH Advisory's SPG Position: Q4 2016 in Review

WBH Advisory sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 1,018 shares — an estimated $210K sold.

WBH Advisory first reported a position in SPG in Q2 2013 and held it in 5 quarters. The position peaked at $417K in Q2 2013. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

WBH Advisory reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
WBH Advisory sold 1,018 Simon Property Group shares in Q4 2016, an estimated $210K.
WBH Advisory first reported a position in Simon Property Group in Q2 2013 and held it in 5 quarters.
WBH Advisory's Simon Property Group position peaked at $417K in Q2 2013.
709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on WBH Advisory's 13F filing for Q4 2016, filed 20 Jan 2017.