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

Dubuque 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
2019 Q2	–	Sell	-43	Closed	-$8K	–	539
2019 Q1	$8K	Hold	43	–	–	﹤0.01%	506
2018 Q4	$7K	Hold	43	–	–	﹤0.01%	472
2018 Q3	$8K	Sell	43 -6	-12%	-$1.06K	﹤0.01%	456
2018 Q2	$8K	Buy	49 +43	+717%	+$6.84K	﹤0.01%	489
2018 Q1	$1K	Buy	+6	New	+$954	﹤0.01%	707
2017 Q3	–	Sell	-16	Closed	-$3K	–	673
2017 Q2	$3K	Hold	16	–	–	﹤0.01%	577
2017 Q1	$3K	Buy	+16	New	+$2.86K	﹤0.01%	598
2016 Q1	–	Sell	-178	Closed	-$35K	–	696
2015 Q4	$35K	Hold	178	–	–	0.01%	330
2015 Q3	$33K	Buy	+178	New	+$32.6K	0.01%	314
2015 Q2	–	Sell	-150	Closed	-$29K	–	644
2015 Q1	$29K	Hold	150	–	–	﹤0.01%	354
2014 Q4	$27K	Buy	+150	New	+$26.6K	﹤0.01%	372

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dubuque Bank & Trust's SPG Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 43 shares — an estimated $8K sold.

Dubuque Bank & Trust first reported a position in SPG in Q4 2014 and held it in 11 quarters. The position peaked at $35K in Q4 2015. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

Dubuque Bank & Trust reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 43 Simon Property Group shares in Q2 2019, an estimated $8K.
Dubuque Bank & Trust first reported a position in Simon Property Group in Q4 2014 and held it in 11 quarters.
Dubuque Bank & Trust's Simon Property Group position peaked at $35K in Q4 2015.
770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.