Financial Gravity Companies’s COPT Defense Properties CDP Stock Holding History

Financial Gravity Companies’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
2018 Q1	$1K	Buy	+23	New	+$609	﹤0.01%	1087

Other funds holding CDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ACM

Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Financial Gravity Companies's CDP Position: Q1 2018 in Review

Financial Gravity Companies opened a new position in COPT Defense Properties (CDP) in Q1 2018: 23 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

260 funds tracked by Wall St. Rank hold CDP as of Q1 2018.

Financial Gravity Companies held 23 shares of COPT Defense Properties worth $1K as of Q1 2018.
COPT Defense Properties was a new Financial Gravity Companies position in Q1 2018.
COPT Defense Properties made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1087 holding.
260 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.