GSB Wealth Management’s Simon Property Group SPG Stock Holding History

GSB Wealth Management’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	-1,500	Closed	-$223K	–	63
2019 Q4	$223K	Hold	1,500	–	–	0.92%	46
2019 Q3	$233K	Hold	1,500	–	–	1.13%	38
2019 Q2	$240K	Hold	1,500	–	–	1.25%	33
2019 Q1	$273K	Hold	1,500	–	–	1.17%	36
2018 Q4	$252K	Hold	1,500	–	–	1.33%	34
2018 Q3	$265K	Hold	1,500	–	–	1.09%	40
2018 Q2	$255K	Hold	1,500	–	–	1.21%	40
2018 Q1	$232K	Hold	1,500	–	–	1.12%	42
2017 Q4	$258K	Hold	1,500	–	–	1.16%	41
2017 Q3	$242K	Hold	1,500	–	–	1.14%	42
2017 Q2	$243K	Hold	1,500	–	–	1.1%	46
2017 Q1	$258K	Hold	1,500	–	–	1.09%	48
2016 Q4	$267K	Buy	+1,500	New	+$279K	1.04%	53

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

GSB Wealth Management's SPG Position: Q1 2020 in Review

GSB Wealth Management sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 1,500 shares — an estimated $223K sold.

GSB Wealth Management first reported a position in SPG in Q4 2016 and held it in 13 quarters. The position peaked at $273K in Q1 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

GSB Wealth Management reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
GSB Wealth Management sold 1,500 Simon Property Group shares in Q1 2020, an estimated $223K.
GSB Wealth Management first reported a position in Simon Property Group in Q4 2016 and held it in 13 quarters.
GSB Wealth Management's Simon Property Group position peaked at $273K in Q1 2019.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on GSB Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.