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Wilmington Trust Investment Management’s Simon Property Group SPG Stock Holding History

Wilmington Trust Investment 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 		$921K Sell
5,541
-349
-6% -$57K 0.19% 90
2014
Q1 		$909K Hold
5,890
– – 0.18% 95
2013
Q4 		$843K Hold
5,890
– – 0.17% 101
2013
Q3 		$821K Hold
5,890
– – 0.17% 101
2013
Q2 		$875K Buy
+5,890
New +$945K 0.19% 88

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 $3.37T AUM 44.26% 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 16.26% 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 $51.1B AUM 35.55% 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 $13B AUM 5.3% 1-Year Est. Return

Wilmington Trust Investment Management's SPG Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Simon Property Group (SPG) stake by 5.9% in Q2 2014, selling an estimated $57K and leaving 5,541 shares worth $921K. The position accounts for 0.19% of the portfolio, ranked #90.

Wilmington Trust Investment Management first reported a position in SPG in Q2 2013 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold SPG as of Q2 2014.

  • Wilmington Trust Investment Management held 5,541 shares of Simon Property Group worth $921K as of Q2 2014.
  • Wilmington Trust Investment Management sold 349 Simon Property Group shares in Q2 2014, an estimated $57K.
  • Simon Property Group made up 0.19% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #90 holding.
  • Wilmington Trust Investment Management first reported a position in Simon Property Group in Q2 2013 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2014.

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