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Global Financial Private Client’s COPT Defense Properties CDP Stock Holding History

Global Financial Private Client’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
2020
Q4 		– Sell
-32
Closed -$780 – 565
2020
Q3 		$780 Hold
32
– – ﹤0.01% 448
2020
Q2 		$809 Hold
32
– – ﹤0.01% 493
2020
Q1 		$633 Hold
32
– – ﹤0.01% 509
2019
Q4 		$940 Buy
+32
New +$934 ﹤0.01% 520

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's CDP Position: Q4 2020 in Review

Global Financial Private Client sold out of COPT Defense Properties (CDP) in Q4 2020, closing a stake of 32 shares — an estimated $780 sold.

Global Financial Private Client first reported a position in CDP in Q4 2019 and held it in 4 quarters. The position peaked at $940 in Q4 2019. 248 funds tracked by Wall St. Rank hold CDP as of Q4 2020.

  • Global Financial Private Client reported no remaining COPT Defense Properties position as of Q4 2020 after selling out during the quarter.
  • Global Financial Private Client sold 32 COPT Defense Properties shares in Q4 2020, an estimated $780.
  • Global Financial Private Client first reported a position in COPT Defense Properties in Q4 2019 and held it in 4 quarters.
  • Global Financial Private Client's COPT Defense Properties position peaked at $940 in Q4 2019.
  • 248 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.