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Gideon Capital Advisors’s COPT Defense Properties CDP Stock Holding History

Gideon Capital Advisors’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
2017
Q4 		– Sell
-7,029
Closed -$231K – 306
2017
Q3 		$231K Buy
+7,029
New +$235K 0.23% 221
2017
Q2 		– Sell
-15,775
Closed -$522K – 273
2017
Q1 		$522K Buy
15,775
+5,616
+55% +$183K 0.31% 92
2016
Q4 		$318K Buy
+10,159
New +$288K 0.2% 232
2015
Q3 		– Sell
-24,229
Closed -$570K – 235
2015
Q2 		$570K Buy
+24,229
New +$645K 0.24% 130

Other funds holding CDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
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
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return

Gideon Capital Advisors's CDP Position: Q4 2017 in Review

Gideon Capital Advisors sold out of COPT Defense Properties (CDP) in Q4 2017, closing a stake of 7,029 shares — an estimated $231K sold.

Gideon Capital Advisors first reported a position in CDP in Q2 2015 and held it in 4 quarters. The position peaked at $570K in Q2 2015. 272 funds tracked by Wall St. Rank hold CDP as of Q4 2017.

  • Gideon Capital Advisors reported no remaining COPT Defense Properties position as of Q4 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 7,029 COPT Defense Properties shares in Q4 2017, an estimated $231K.
  • Gideon Capital Advisors first reported a position in COPT Defense Properties in Q2 2015 and held it in 4 quarters.
  • Gideon Capital Advisors's COPT Defense Properties position peaked at $570K in Q2 2015.
  • 272 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2017.

Based on Gideon Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.