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Woodmont Investment Counsel’s Simon Property Group SPG Stock Holding History

Woodmont Investment Counsel’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
-80
Closed -$17K – 547
2016
Q3 		$17K Buy
+80
New +$17.3K ﹤0.01% 388

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Woodmont Investment Counsel's SPG Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 80 shares — an estimated $17K sold.

Woodmont Investment Counsel first reported a position in SPG in Q3 2016 and held it in 1 quarter. The position peaked at $17K in Q3 2016. 710 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 80 Simon Property Group shares in Q4 2016, an estimated $17K.
  • Woodmont Investment Counsel first reported a position in Simon Property Group in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Simon Property Group position peaked at $17K in Q3 2016.
  • 710 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.