WA
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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

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return