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Capital Bank & Trust’s Simon Property Group SPG Stock Holding History

Capital Bank & 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
2020
Q1 		– Sell
-15
Closed -$2K – 783
2019
Q4 		$2K Sell
15
-8
-35% -$1.2K ﹤0.01% 679
2019
Q3 		$4K Buy
+23
New +$3.58K ﹤0.01% 644
2018
Q4 		– Sell
-767
Closed -$136K – 823
2018
Q3 		$136K Buy
+767
New +$136K ﹤0.01% 328
2018
Q1 		– Sell
-53
Closed -$9K – 696
2017
Q4 		$9K Hold
53
– – ﹤0.01% 565
2017
Q3 		$9K Hold
53
– – ﹤0.01% 520
2017
Q2 		$9K Buy
+53
New +$8.63K ﹤0.01% 478

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Bank & Trust's SPG Position: Q1 2020 in Review

Capital Bank & Trust sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 15 shares — an estimated $2K sold.

Capital Bank & Trust first reported a position in SPG in Q2 2017 and held it in 6 quarters. The position peaked at $136K in Q3 2018. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Capital Bank & Trust reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 15 Simon Property Group shares in Q1 2020, an estimated $2K.
  • Capital Bank & Trust first reported a position in Simon Property Group in Q2 2017 and held it in 6 quarters.
  • Capital Bank & Trust's Simon Property Group position peaked at $136K in Q3 2018.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.