West Coast Financial’s Simon Property Group SPG Stock Holding History

West Coast 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
2017 Q2	–	Sell	-1,891	Closed	-$325K	–	119
2017 Q1	$325K	Sell	1,891 -451	-19%	-$80.6K	0.1%	98
2016 Q4	$416K	Sell	2,342 -68	-3%	-$12.6K	0.13%	94
2016 Q3	$499K	Buy	+2,410	New	+$523K	0.16%	92

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

West Coast Financial's SPG Position: Q2 2017 in Review

West Coast Financial sold out of Simon Property Group (SPG) in Q2 2017, closing a stake of 1,891 shares — an estimated $325K sold.

West Coast Financial first reported a position in SPG in Q3 2016 and held it in 3 quarters. The position peaked at $499K in Q3 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

West Coast Financial reported no remaining Simon Property Group position as of Q2 2017 after selling out during the quarter.
West Coast Financial sold 1,891 Simon Property Group shares in Q2 2017, an estimated $325K.
West Coast Financial first reported a position in Simon Property Group in Q3 2016 and held it in 3 quarters.
West Coast Financial's Simon Property Group position peaked at $499K in Q3 2016.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on West Coast Financial's 13F filing for Q2 2017, filed 18 Jul 2017.