Gradient Investments’s COPT Defense Properties CDP Stock Holding History

Gradient Investments’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 Q2	–	Sell	-26	Closed	-$1K	–	1059
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	971
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	993
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	975
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	930
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	780
2018 Q4	$1K	Hold	26	–	–	﹤0.01%	851
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	886
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	878
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	880
2017 Q4	$1K	Buy	+26	New	+$816	﹤0.01%	870
2017 Q3	–	Sell	-26	Closed	-$1K	–	297
2017 Q2	$1K	Hold	26	–	–	﹤0.01%	716
2017 Q1	$1K	Hold	26	–	–	﹤0.01%	702
2016 Q4	$1K	Hold	26	–	–	﹤0.01%	660
2016 Q3	$1K	Hold	26	–	–	﹤0.01%	636
2016 Q2	$1K	Hold	26	–	–	﹤0.01%	641
2016 Q1	$1K	Hold	26	–	–	﹤0.01%	651
2015 Q4	$1K	Hold	26	–	–	﹤0.01%	616
2015 Q3	$1K	Hold	26	–	–	﹤0.01%	529
2015 Q2	$1K	Hold	26	–	–	﹤0.01%	555
2015 Q1	$1K	Hold	26	–	–	﹤0.01%	570
2014 Q4	$1K	Hold	26	–	–	﹤0.01%	510
2014 Q3	$1K	Hold	26	–	–	﹤0.01%	433
2014 Q2	$1K	Sell	26 -760	-97%	-$20.8K	﹤0.01%	451
2014 Q1	$21K	Sell	786 -6	-0.8%	-$154	﹤0.01%	279
2013 Q4	$19K	Sell	792 -56,839	-99%	-$1.33M	0.01%	305
2013 Q3	$1.33M	Buy	57,631 +15,143	+36%	+$378K	0.42%	80
2013 Q2	$1.08M	Buy	+42,488	New	+$1.17M	0.41%	80

Other funds holding CDP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Gradient Investments's CDP Position: Q2 2020 in Review

Gradient Investments sold out of COPT Defense Properties (CDP) in Q2 2020, closing a stake of 26 shares — an estimated $1K sold.

Gradient Investments first reported a position in CDP in Q2 2013 and held it in 27 quarters. The position peaked at $1.33M in Q3 2013. 261 funds tracked by Wall St. Rank hold CDP as of Q2 2020.

Gradient Investments reported no remaining COPT Defense Properties position as of Q2 2020 after selling out during the quarter.
Gradient Investments sold 26 COPT Defense Properties shares in Q2 2020, an estimated $1K.
Gradient Investments first reported a position in COPT Defense Properties in Q2 2013 and held it in 27 quarters.
Gradient Investments's COPT Defense Properties position peaked at $1.33M in Q3 2013.
261 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.