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Avantax Planning Partners’s COPT Defense Properties CDP Stock Holding History

Avantax Planning Partners’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-106
Closed -$3K – 436
2018
Q1 		$3K Buy
+106
New +$2.81K ﹤0.01% 1496

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CCM
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Planning Partners's CDP Position: Q2 2018 in Review

Avantax Planning Partners sold out of COPT Defense Properties (CDP) in Q2 2018, closing a stake of 106 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in CDP in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 247 funds tracked by Wall St. Rank hold CDP as of Q2 2018.

  • Avantax Planning Partners reported no remaining COPT Defense Properties position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 106 COPT Defense Properties shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in COPT Defense Properties in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's COPT Defense Properties position peaked at $3K in Q1 2018.
  • 247 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.