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

RBA 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
-1,439
Closed -$214K – 109
2019
Q4 		$214K Sell
1,439
-116
-7% -$17.4K 0.15% 99
2019
Q3 		$242K Sell
1,555
-55
-3% -$8.55K 0.18% 82
2019
Q2 		$257K Sell
1,610
-88
-5% -$15.2K 0.2% 73
2019
Q1 		$314K Buy
+1,698
New +$302K 0.24% 66

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

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

RBA Wealth Management sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 1,439 shares — an estimated $214K sold.

RBA Wealth Management first reported a position in SPG in Q1 2019 and held it in 4 quarters. The position peaked at $314K in Q1 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • RBA Wealth Management reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • RBA Wealth Management sold 1,439 Simon Property Group shares in Q1 2020, an estimated $214K.
  • RBA Wealth Management first reported a position in Simon Property Group in Q1 2019 and held it in 4 quarters.
  • RBA Wealth Management's Simon Property Group position peaked at $314K in Q1 2019.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on RBA Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.