Carson Wealth (CWM LLC)
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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GPT Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Gramercy Property Trust (GPT) in Q1 2018, closing a stake of 451 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in GPT in Q4 2015 and held it in 6 quarters. The position peaked at $139K in Q4 2015. 263 funds tracked by Wall St. Rank hold GPT as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Gramercy Property Trust position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 451 Gramercy Property Trust shares in Q1 2018, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in Gramercy Property Trust in Q4 2015 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Gramercy Property Trust position peaked at $139K in Q4 2015.
  • 263 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.