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Texas Capital Bank Wealth Management Services’s Simon Property Group SPG Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q4 		– Sell
-10,515
Closed -$680K – 164
2020
Q3 		$680K Buy
+10,515
New +$689K 0.11% 93

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SPG Position: Q4 2020 in Review

Texas Capital Bank Wealth Management Services sold out of Simon Property Group (SPG) in Q4 2020, closing a stake of 10,515 shares — an estimated $680K sold.

Texas Capital Bank Wealth Management Services first reported a position in SPG in Q3 2020 and held it in 1 quarter. The position peaked at $680K in Q3 2020. 780 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

  • Texas Capital Bank Wealth Management Services reported no remaining Simon Property Group position as of Q4 2020 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 10,515 Simon Property Group shares in Q4 2020, an estimated $680K.
  • Texas Capital Bank Wealth Management Services first reported a position in Simon Property Group in Q3 2020 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's Simon Property Group position peaked at $680K in Q3 2020.
  • 780 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2020, filed 12 Feb 2021.