CFFP
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Center for Financial Planning’s Camden Property Trust CPT Stock Holding History

Center for Financial Planning’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
2020
Q1 		– Sell
-113
Closed -$12K – 574
2019
Q4 		$12K Buy
+113
New +$12.5K ﹤0.01% 295

Other funds holding CPT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Center for Financial Planning's CPT Position: Q1 2020 in Review

Center for Financial Planning sold out of Camden Property Trust (CPT) in Q1 2020, closing a stake of 113 shares — an estimated $12K sold.

Center for Financial Planning first reported a position in CPT in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 408 funds tracked by Wall St. Rank hold CPT as of Q1 2020.

  • Center for Financial Planning reported no remaining Camden Property Trust position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 113 Camden Property Trust shares in Q1 2020, an estimated $12K.
  • Center for Financial Planning first reported a position in Camden Property Trust in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's Camden Property Trust position peaked at $12K in Q4 2019.
  • 408 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.