William Harris Investors’s Simon Property Group SPG Stock Holding History

William Harris Investors’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	-1,109	Closed	-$230K	–	106
2016 Q3	$230K	Buy	1,109 +17	+2%	+$3.69K	0.06%	80
2016 Q2	$237K	Hold	1,092	–	–	0.06%	83
2016 Q1	$227K	Buy	1,092 +9	+0.8%	+$1.73K	0.06%	81
2015 Q4	$211K	Buy	+1,083	New	+$210K	0.05%	82
2015 Q2	–	Sell	-1,056	Closed	-$207K	–	89
2015 Q1	$207K	Buy	+1,056	New	+$205K	0.05%	78

Other funds holding SPG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

William Harris Investors's SPG Position: Q4 2016 in Review

William Harris Investors sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 1,109 shares — an estimated $230K sold.

William Harris Investors first reported a position in SPG in Q1 2015 and held it in 5 quarters. The position peaked at $237K in Q2 2016. 710 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

William Harris Investors reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
William Harris Investors sold 1,109 Simon Property Group shares in Q4 2016, an estimated $230K.
William Harris Investors first reported a position in Simon Property Group in Q1 2015 and held it in 5 quarters.
William Harris Investors's Simon Property Group position peaked at $237K in Q2 2016.
710 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on William Harris Investors's 13F filing for Q4 2016, filed 7 Feb 2017.