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Wilmington Funds Management’s Simon Property Group SPG Stock Holding History

Wilmington Funds Management’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
2014
Q2 		$10.3M Buy
62,182
+228
+0.4% +$37.2K 1.05% 5
2014
Q1 		$9.56M Buy
61,954
+1,223
+2% +$182K 1.04% 3
2013
Q4 		$8.69M Buy
60,731
+138
+0.2% +$19.9K 0.87% 4
2013
Q3 		$8.45M Sell
60,593
-14,846
-20% -$2.16M 0.82% 8
2013
Q2 		$11.2M Buy
+75,439
New +$12.1M 1.06% 6

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Wilmington Funds Management's SPG Position: Q2 2014 in Review

Wilmington Funds Management increased its Simon Property Group (SPG) stake by 0.37% in Q2 2014, buying an estimated $37.2K and bringing the position to 62,182 shares worth $10.3M. The position accounts for 1.05% of the portfolio, ranked #5.

Wilmington Funds Management first reported a position in SPG in Q2 2013 and has held it in 5 quarters since. The position peaked at $11.2M in Q2 2013. 599 funds tracked by Wall St. Rank hold SPG as of Q2 2014.

  • Wilmington Funds Management held 62,182 shares of Simon Property Group worth $10.3M as of Q2 2014.
  • Wilmington Funds Management bought 228 Simon Property Group shares in Q2 2014, an estimated $37.2K.
  • Simon Property Group made up 1.05% of Wilmington Funds Management's portfolio in Q2 2014, its #5 holding.
  • Wilmington Funds Management first reported a position in Simon Property Group in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's Simon Property Group position peaked at $11.2M in Q2 2013.
  • 599 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.