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Wilmington Trust’s Simon Property Group SPG Stock Holding History

Wilmington Trust’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 		$2.22M Sell
13,372
-1,600
-11% -$261K 0.04% 243
2014
Q1 		$2.31M Buy
14,972
+111
+0.7% +$16.5K 0.04% 239
2013
Q4 		$2.13M Sell
14,861
-699
-4% -$101K 0.04% 239
2013
Q3 		$2.17M Sell
15,560
-821
-5% -$119K 0.04% 231
2013
Q2 		$2.43M Buy
+16,381
New +$2.63M 0.05% 208

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 $51.1B AUM 35.55% 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 Trust's SPG Position: Q2 2014 in Review

Wilmington Trust reduced its Simon Property Group (SPG) stake by 11% in Q2 2014, selling an estimated $261K and leaving 13,372 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #243.

Wilmington Trust first reported a position in SPG in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.43M in Q2 2013. 599 funds tracked by Wall St. Rank hold SPG as of Q2 2014.

  • Wilmington Trust held 13,372 shares of Simon Property Group worth $2.22M as of Q2 2014.
  • Wilmington Trust sold 1,600 Simon Property Group shares in Q2 2014, an estimated $261K.
  • Simon Property Group made up 0.04% of Wilmington Trust's portfolio in Q2 2014, its #243 holding.
  • Wilmington Trust first reported a position in Simon Property Group in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Simon Property Group position peaked at $2.43M in Q2 2013.
  • 599 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2014.

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