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Winfield Associates’s Simon Property Group SPG Stock Holding History

Winfield Associates’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
-105
Closed -$19K – 572
2017
Q4 		$19K Hold
105
– – 0.01% 321
2017
Q3 		$17K Sell
105
-5
-5% -$799 0.01% 329
2017
Q2 		$18K Buy
110
+30
+38% +$4.88K 0.01% 311
2017
Q1 		$14K Sell
80
-7
-8% -$1.25K 0.01% 341
2016
Q4 		$15K Sell
87
-115
-57% -$21.4K 0.01% 308
2016
Q3 		$42K Hold
202
– – 0.03% 186
2016
Q2 		$44K Buy
202
+15
+8% +$3.06K 0.03% 180
2016
Q1 		$39K Buy
187
+100
+115% +$19.2K 0.03% 190
2015
Q4 		$17K Hold
87
– – 0.01% 223
2015
Q3 		$16K Buy
87
+25
+40% +$4.58K 0.01% 218
2015
Q2 		$11K Hold
62
– – 0.01% 226
2015
Q1 		$12K Hold
62
– – 0.01% 224
2014
Q4 		$11K Buy
+62
New +$11K 0.01% 235

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winfield Associates's SPG Position: Q1 2018 in Review

Winfield Associates sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 105 shares — an estimated $19K sold.

Winfield Associates first reported a position in SPG in Q4 2014 and held it in 13 quarters. The position peaked at $44K in Q2 2016. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • Winfield Associates reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 105 Simon Property Group shares in Q1 2018, an estimated $19K.
  • Winfield Associates first reported a position in Simon Property Group in Q4 2014 and held it in 13 quarters.
  • Winfield Associates's Simon Property Group position peaked at $44K in Q2 2016.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.