Iowa State Bank’s Simon Property Group SPG Stock Holding History

Iowa State Bank’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	-2,092	Closed	-$312K	–	130
2019 Q4	$312K	Hold	2,092	–	–	0.11%	113
2019 Q3	$326K	Buy	+2,092	New	+$325K	0.12%	108

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

Iowa State Bank's SPG Position: Q1 2020 in Review

Iowa State Bank sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 2,092 shares — an estimated $312K sold.

Iowa State Bank first reported a position in SPG in Q3 2019 and held it in 2 quarters. The position peaked at $326K in Q3 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

Iowa State Bank reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
Iowa State Bank sold 2,092 Simon Property Group shares in Q1 2020, an estimated $312K.
Iowa State Bank first reported a position in Simon Property Group in Q3 2019 and held it in 2 quarters.
Iowa State Bank's Simon Property Group position peaked at $326K in Q3 2019.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Iowa State Bank's 13F filing for Q1 2020, filed 29 Apr 2020.