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Bank of the West’s Simon Property Group SPG Stock Holding History

Bank of the West’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
2020
Q2 		– Sell
-26,911
Closed -$1.48M – 253
2020
Q1 		$1.48M Sell
26,911
-2,562
-9% -$306K 0.23% 99
2019
Q4 		$4.39M Buy
29,473
+3,775
+15% +$566K 0.51% 53
2019
Q3 		$4M Buy
25,698
+2,362
+10% +$367K 0.48% 58
2019
Q2 		$3.73M Buy
23,336
+8,581
+58% +$1.48M 0.44% 68
2019
Q1 		$2.69M Sell
14,755
-1,847
-11% -$328K 0.31% 88
2018
Q4 		$2.79M Sell
16,602
-7,174
-30% -$1.28M 0.34% 84
2018
Q3 		$4.2M Sell
23,776
-2,520
-10% -$446K 0.49% 61
2018
Q2 		$4.47M Sell
26,296
-5,922
-18% -$942K 0.55% 56
2018
Q1 		$4.97M Sell
32,218
-10,729
-25% -$1.71M 0.62% 48
2017
Q4 		$7.38M Sell
42,947
-11,550
-21% -$1.88M 0.92% 28
2017
Q3 		$8.77M Buy
54,497
+1,805
+3% +$288K 1.11% 17
2017
Q2 		$8.52M Buy
52,692
+10,263
+24% +$1.67M 1.1% 20
2017
Q1 		$7.3M Buy
42,429
+3,034
+8% +$542K 0.92% 27
2016
Q4 		$7M Buy
39,395
+14,328
+57% +$2.66M 0.97% 23
2016
Q3 		$5.19M Sell
25,067
-2,631
-9% -$570K 0.72% 41
2016
Q2 		$6.01M Sell
27,698
-439
-2% -$89.6K 0.85% 32
2016
Q1 		$5.84M Buy
28,137
+368
+1% +$70.7K 0.81% 32
2015
Q4 		$5.4M Buy
27,769
+2,295
+9% +$445K 0.75% 38
2015
Q3 		$4.68M Buy
25,474
+1,550
+6% +$284K 0.75% 38
2015
Q2 		$4.14M Buy
23,924
+3,601
+18% +$662K 0.59% 53
2015
Q1 		$3.98M Sell
20,323
-2,054
-9% -$398K 0.56% 58
2014
Q4 		$4.08M Buy
22,377
+715
+3% +$127K 0.59% 56
2014
Q3 		$3.56M Sell
21,662
-1,120
-5% -$189K 0.6% 60
2014
Q2 		$3.79M Buy
22,782
+843
+4% +$138K 0.59% 62
2014
Q1 		$3.38M Buy
21,939
+2,500
+13% +$372K 0.56% 64
2013
Q4 		$2.78M Buy
19,439
+4,147
+27% +$597K 0.44% 75
2013
Q3 		$2.13M Buy
15,292
+1,729
+13% +$251K 0.39% 88
2013
Q2 		$2.02M Buy
+13,563
New +$2.18M 0.38% 88

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of the West's SPG Position: Q2 2020 in Review

Bank of the West sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 26,911 shares — an estimated $1.48M sold.

Bank of the West first reported a position in SPG in Q2 2013 and held it in 28 quarters. The position peaked at $8.77M in Q3 2017. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

  • Bank of the West reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
  • Bank of the West sold 26,911 Simon Property Group shares in Q2 2020, an estimated $1.48M.
  • Bank of the West first reported a position in Simon Property Group in Q2 2013 and held it in 28 quarters.
  • Bank of the West's Simon Property Group position peaked at $8.77M in Q3 2017.
  • 676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Bank of the West's 13F filing for Q2 2020, filed 10 Aug 2020.