First Heartland Consultants’s Simon Property Group SPG Stock Holding History

First Heartland Consultants’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	-1,737	Closed	-$259K	–	302
2019 Q4	$259K	Sell	1,737 -2	-0.1%	-$300	0.05%	252
2019 Q3	$271K	Sell	1,739 -141	-8%	-$21.9K	0.06%	237
2019 Q2	$300K	Buy	1,880 +163	+9%	+$28.1K	0.07%	213
2019 Q1	$313K	Buy	1,717 +40	+2%	+$7.11K	0.09%	200
2018 Q4	$282K	Buy	+1,677	New	+$300K	0.11%	182

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Heartland Consultants's SPG Position: Q1 2020 in Review

First Heartland Consultants sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 1,737 shares — an estimated $259K sold.

First Heartland Consultants first reported a position in SPG in Q4 2018 and held it in 5 quarters. The position peaked at $313K in Q1 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

First Heartland Consultants reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
First Heartland Consultants sold 1,737 Simon Property Group shares in Q1 2020, an estimated $259K.
First Heartland Consultants first reported a position in Simon Property Group in Q4 2018 and held it in 5 quarters.
First Heartland Consultants's Simon Property Group position peaked at $313K in Q1 2019.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on First Heartland Consultants's 13F filing for Q1 2020, filed 14 May 2020.