Carson Wealth (CWM LLC)
GPT

Carson Wealth (CWM LLC)’s Gramercy Property Trust GPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GPT Stock Details GPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-451
Closed -$12K – 1616
2017
Q4 		$12K Buy
451
+166
+58% +$4.82K ﹤0.01% 846
2017
Q3 		$9K Buy
+285
New +$8.53K ﹤0.01% 930
2016
Q4 		– Sell
-4,544
Closed -$131K – 1232
2016
Q3 		$131K Hold
4,544
– – 0.01% 307
2016
Q2 		$126K Hold
4,544
– – 0.01% 280
2016
Q1 		$115K Sell
4,544
-1,472
-24% -$33.1K 0.01% 267
2015
Q4 		$139K Buy
+6,016
New +$375K 0.01% 244

Other funds holding GPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return