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Bellwether Investment Group’s COPT Defense Properties CDP Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-376
Closed -$12K – 161
2017
Q1 		$12K Sell
376
-17
-4% -$555 0.03% 435
2016
Q4 		$12K Buy
+393
New +$11.2K 0.01% 583

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bellwether Investment Group's CDP Position: Q2 2017 in Review

Bellwether Investment Group sold out of COPT Defense Properties (CDP) in Q2 2017, closing a stake of 376 shares — an estimated $12K sold.

Bellwether Investment Group first reported a position in CDP in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q1 2017. 243 funds tracked by Wall St. Rank hold CDP as of Q2 2017.

  • Bellwether Investment Group reported no remaining COPT Defense Properties position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 376 COPT Defense Properties shares in Q2 2017, an estimated $12K.
  • Bellwether Investment Group first reported a position in COPT Defense Properties in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's COPT Defense Properties position peaked at $12K in Q1 2017.
  • 243 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.