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Independent Portfolio Consultants’s Cousins Properties CUZ Stock Holding History

Independent Portfolio Consultants’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$64K Sell
1,818
-871
-32% -$30K 0.03% 483
2017
Q1 		$89K Sell
2,689
-247
-8% -$8.29K 0.03% 467
2016
Q4 		$100K Sell
2,936
-2,595
-47% -$81.9K 0.03% 445
2016
Q3 		$163K Sell
5,531
-319
-5% -$9.64K 0.05% 374
2016
Q2 		$172K Buy
5,850
+12
+0.2% +$356 0.05% 363
2016
Q1 		$171K Buy
5,838
+282
+5% +$7.18K 0.05% 372
2015
Q4 		$148K Sell
5,556
-901
-14% -$24.5K 0.04% 378
2015
Q3 		$168K Buy
6,457
+94
+1% +$2.59K 0.04% 371
2015
Q2 		$186K Buy
6,363
+160
+3% +$4.6K 0.04% 375
2015
Q1 		$186K Buy
6,203
+593
+11% +$18.3K 0.04% 375
2014
Q4 		$181K Sell
5,610
-11,552
-67% -$394K 0.04% 392
2014
Q3 		$579K Sell
17,162
-1,523
-8% -$54.2K 0.16% 190
2014
Q2 		$657K Sell
18,685
-27
-0.1% -$905 0.18% 158
2014
Q1 		$605K Sell
18,712
-681
-4% -$21.1K 0.19% 168
2013
Q4 		$564K Sell
19,393
-647
-3% -$19.5K 0.2% 181
2013
Q3 		$582K Sell
20,040
-359
-2% -$10.4K 0.23% 159
2013
Q2 		$582K Buy
+20,399
New +$602K 0.26% 131

Other funds holding CUZ

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Independent Portfolio Consultants's CUZ Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Cousins Properties (CUZ) stake by 32% in Q2 2017, selling an estimated $30K and leaving 1,818 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #483.

Independent Portfolio Consultants first reported a position in CUZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $657K in Q2 2014. 227 funds tracked by Wall St. Rank hold CUZ as of Q2 2017.

  • Independent Portfolio Consultants held 1,818 shares of Cousins Properties worth $64K as of Q2 2017.
  • Independent Portfolio Consultants sold 871 Cousins Properties shares in Q2 2017, an estimated $30K.
  • Cousins Properties made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #483 holding.
  • Independent Portfolio Consultants first reported a position in Cousins Properties in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Cousins Properties position peaked at $657K in Q2 2014.
  • 227 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.