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WESPAC Advisors SoCal’s Simon Property Group SPG Stock Holding History

WESPAC Advisors SoCal’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
2017
Q2 		– Sell
-19,759
Closed -$3.4M – 252
2017
Q1 		$3.4M Sell
19,759
-1,745
-8% -$312K 2.11% 25
2016
Q4 		$3.82M Sell
21,504
-765
-3% -$142K 2.47% 21
2016
Q3 		$4.61M Sell
22,269
-1,309
-6% -$284K 3.11% 13
2016
Q2 		$5.11M Buy
23,578
+465
+2% +$94.9K 3.33% 10
2016
Q1 		$4.8M Buy
23,113
+115
+0.5% +$22.1K 3.54% 9
2015
Q4 		$4.47M Buy
+22,998
New +$4.46M 2.95% 16

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WESPAC Advisors SoCal's SPG Position: Q2 2017 in Review

WESPAC Advisors SoCal sold out of Simon Property Group (SPG) in Q2 2017, closing a stake of 19,759 shares — an estimated $3.4M sold.

WESPAC Advisors SoCal first reported a position in SPG in Q4 2015 and held it in 6 quarters. The position peaked at $5.11M in Q2 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

  • WESPAC Advisors SoCal reported no remaining Simon Property Group position as of Q2 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 19,759 Simon Property Group shares in Q2 2017, an estimated $3.4M.
  • WESPAC Advisors SoCal first reported a position in Simon Property Group in Q4 2015 and held it in 6 quarters.
  • WESPAC Advisors SoCal's Simon Property Group position peaked at $5.11M in Q2 2016.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2017, filed 11 Aug 2017.