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Carroll Financial Associates’s Camden Property Trust CPT Stock Holding History

Carroll Financial Associates’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
2018
Q3 		– Sell
-80
Closed -$7K – 1305
2018
Q2 		$7K Buy
+80
New +$6.97K ﹤0.01% 936

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T. Rowe Price Associates
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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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carroll Financial Associates's CPT Position: Q3 2018 in Review

Carroll Financial Associates sold out of Camden Property Trust (CPT) in Q3 2018, closing a stake of 80 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in CPT in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 362 funds tracked by Wall St. Rank hold CPT as of Q3 2018.

  • Carroll Financial Associates reported no remaining Camden Property Trust position as of Q3 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 80 Camden Property Trust shares in Q3 2018, an estimated $7K.
  • Carroll Financial Associates first reported a position in Camden Property Trust in Q2 2018 and held it in 1 quarter.
  • Carroll Financial Associates's Camden Property Trust position peaked at $7K in Q2 2018.
  • 362 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2018.

Based on Carroll Financial Associates's 13F filing for Q3 2018, filed 30 Oct 2018.