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Aris Wealth Services’s Camden Property Trust CPT Stock Holding History

Aris Wealth Services’s Portfolio CPT Stock Details CPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$20K Hold
277
– – 0.04% 165
2015
Q2 		$21K Hold
277
– – 0.02% 312
2015
Q1 		$22K Buy
+277
New +$21.2K 0.02% 305

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aris Wealth Services's CPT Position: Q3 2015 in Review

Aris Wealth Services held its Camden Property Trust (CPT) position steady in Q3 2015 at 277 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #165.

Aris Wealth Services first reported a position in CPT in Q1 2015 and has held it in 3 quarters since. The position peaked at $22K in Q1 2015. 334 funds tracked by Wall St. Rank hold CPT as of Q3 2015.

  • Aris Wealth Services held 277 shares of Camden Property Trust worth $20K as of Q3 2015.
  • Aris Wealth Services left its Camden Property Trust share count unchanged in Q3 2015.
  • Camden Property Trust made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #165 holding.
  • Aris Wealth Services first reported a position in Camden Property Trust in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Camden Property Trust position peaked at $22K in Q1 2015.
  • 334 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.