WOC
SPG icon

West Oak Capital’s Simon Property Group SPG Stock Holding History

West Oak Capital’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
2018
Q1 		– Sell
-1,630
Closed -$280K – 369
2017
Q4 		$280K Hold
1,630
– – 0.17% 99
2017
Q3 		$262K Buy
1,630
+135
+9% +$21.6K 0.16% 110
2017
Q2 		$242K Buy
1,495
+90
+6% +$14.7K 0.15% 110
2017
Q1 		$242K Buy
1,405
+190
+16% +$33.9K 0.15% 107
2016
Q4 		$216K Hold
1,215
– – 0.14% 111
2016
Q3 		$252K Sell
1,215
-65
-5% -$14.1K 0.17% 104
2016
Q2 		$278K Hold
1,280
– – 0.2% 97
2016
Q1 		$266K Sell
1,280
-35
-3% -$6.72K 0.2% 94
2015
Q4 		$256K Buy
1,315
+20
+2% +$3.87K 0.2% 98
2015
Q3 		$238K Buy
1,295
+50
+4% +$9.17K 0.19% 97
2015
Q2 		$215K Sell
1,245
-115
-8% -$21.1K 0.16% 99
2015
Q1 		$266K Sell
1,360
-20
-1% -$3.88K 0.2% 92
2014
Q4 		$251K Hold
1,380
– – 0.18% 92
2014
Q3 		$227K Hold
1,380
– – 0.17% 94
2014
Q2 		$229K Sell
1,380
-87
-6% -$14.2K 0.17% 97
2014
Q1 		$226K Hold
1,467
– – 0.17% 95
2013
Q4 		$210K Sell
1,467
-112
-7% -$16.1K 0.15% 96
2013
Q3 		$220K Buy
1,579
+128
+9% +$18.6K 0.17% 94
2013
Q2 		$216K Buy
+1,451
New +$233K 0.18% 92

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Oak Capital's SPG Position: Q1 2018 in Review

West Oak Capital sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 1,630 shares — an estimated $280K sold.

West Oak Capital first reported a position in SPG in Q2 2013 and held it in 19 quarters. The position peaked at $280K in Q4 2017. 693 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • West Oak Capital reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • West Oak Capital sold 1,630 Simon Property Group shares in Q1 2018, an estimated $280K.
  • West Oak Capital first reported a position in Simon Property Group in Q2 2013 and held it in 19 quarters.
  • West Oak Capital's Simon Property Group position peaked at $280K in Q4 2017.
  • 693 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on West Oak Capital's 13F filing for Q1 2018, filed 5 Apr 2018.