IHT Wealth Management’s COPT Defense Properties CDP Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-494	Closed	-$13K	–	562
2018 Q1	$13K	Buy	494 +1	+0.2%	+$26	﹤0.01%	1104
2017 Q4	$14K	Buy	493 +2	+0.4%	+$63	﹤0.01%	1085
2017 Q3	$16K	Buy	491 +1	+0.2%	+$33	0.01%	833
2017 Q2	$0	Buy	490 +1	+0.2%	+$34	﹤0.01%	1409
2017 Q1	$16K	Buy	489 +1	+0.2%	+$33	0.01%	706
2016 Q4	$15K	Buy	+488	New	+$13.8K	0.01%	707

Other funds holding CDP

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

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

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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

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

IHT Wealth Management's CDP Position: Q2 2018 in Review

IHT Wealth Management sold out of COPT Defense Properties (CDP) in Q2 2018, closing a stake of 494 shares — an estimated $13K sold.

IHT Wealth Management first reported a position in CDP in Q4 2016 and held it in 6 quarters. The position peaked at $16K in Q3 2017. 247 funds tracked by Wall St. Rank hold CDP as of Q2 2018.

IHT Wealth Management reported no remaining COPT Defense Properties position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 494 COPT Defense Properties shares in Q2 2018, an estimated $13K.
IHT Wealth Management first reported a position in COPT Defense Properties in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's COPT Defense Properties position peaked at $16K in Q3 2017.
247 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.