WealthTrust-Arizona’s Simon Property Group SPG Stock Holding History

WealthTrust-Arizona’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
2015 Q2	–	Sell	-100	Closed	-$20K	–	664
2015 Q1	$20K	Hold	100	–	–	0.01%	285
2014 Q4	$18K	Hold	100	–	–	0.02%	305
2014 Q3	$16K	Hold	100	–	–	0.02%	332
2014 Q2	$17K	Sell	100 -6	-6%	-$980	0.02%	314
2014 Q1	$16K	Buy	+106	New	+$15.8K	0.02%	342

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

BFA

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

WealthTrust-Arizona's SPG Position: Q2 2015 in Review

WealthTrust-Arizona sold out of Simon Property Group (SPG) in Q2 2015, closing a stake of 100 shares — an estimated $20K sold.

WealthTrust-Arizona first reported a position in SPG in Q1 2014 and held it in 5 quarters. The position peaked at $20K in Q1 2015. 647 funds tracked by Wall St. Rank hold SPG as of Q2 2015.

WealthTrust-Arizona reported no remaining Simon Property Group position as of Q2 2015 after selling out during the quarter.
WealthTrust-Arizona sold 100 Simon Property Group shares in Q2 2015, an estimated $20K.
WealthTrust-Arizona first reported a position in Simon Property Group in Q1 2014 and held it in 5 quarters.
WealthTrust-Arizona's Simon Property Group position peaked at $20K in Q1 2015.
647 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2015.

Based on WealthTrust-Arizona's 13F filing for Q2 2015, filed 20 Jul 2015.