IPC
FPO

Independent Portfolio Consultants’s First Potomac Realty Trust FPO Stock Holding History

Independent Portfolio Consultants’s Portfolio FPO Stock Details FPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$82K Sell
7,371
-3,989
-35% -$43.4K 0.03% 436
2017
Q1 		$117K Sell
11,360
-930
-8% -$9.57K 0.04% 417
2016
Q4 		$135K Sell
12,290
-3,855
-24% -$36.5K 0.04% 387
2016
Q3 		$148K Sell
16,145
-940
-6% -$9.1K 0.05% 394
2016
Q2 		$157K Sell
17,085
-50
-0.3% -$445 0.05% 379
2016
Q1 		$155K Buy
17,135
+3,440
+25% +$31.7K 0.04% 398
2015
Q4 		$156K Sell
13,695
-1,295
-9% -$14.8K 0.05% 370
2015
Q3 		$165K Buy
14,990
+3,650
+32% +$40K 0.04% 375
2015
Q2 		$117K Buy
11,340
+670
+6% +$7.23K 0.02% 471
2015
Q1 		$127K Buy
10,670
+1,020
+11% +$12.5K 0.03% 441
2014
Q4 		$119K Sell
9,650
-19,770
-67% -$241K 0.02% 467
2014
Q3 		$346K Sell
29,420
-2,400
-8% -$31.1K 0.09% 363
2014
Q2 		$417K Sell
31,820
-335
-1% -$4.36K 0.12% 305
2014
Q1 		$415K Buy
32,155
+725
+2% +$9.16K 0.13% 293
2013
Q4 		$366K Buy
31,430
+2,235
+8% +$26.7K 0.13% 326
2013
Q3 		$367K Sell
29,195
-445
-2% -$5.86K 0.15% 302
2013
Q2 		$387K Buy
+29,640
New +$433K 0.17% 254

Other funds holding FPO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its First Potomac Realty Trust (FPO) stake by 35% in Q2 2017, selling an estimated $43.4K and leaving 7,371 shares worth $82K. The position accounts for 0.03% of the portfolio, ranked #436.

Independent Portfolio Consultants first reported a position in FPO in Q2 2013 and has held it in 17 quarters since. The position peaked at $417K in Q2 2014. 138 funds tracked by Wall St. Rank hold FPO as of Q2 2017.

  • Independent Portfolio Consultants held 7,371 shares of First Potomac Realty Trust worth $82K as of Q2 2017.
  • Independent Portfolio Consultants sold 3,989 First Potomac Realty Trust shares in Q2 2017, an estimated $43.4K.
  • First Potomac Realty Trust made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #436 holding.
  • Independent Portfolio Consultants first reported a position in First Potomac Realty Trust in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's First Potomac Realty Trust position peaked at $417K in Q2 2014.
  • 138 funds tracked by Wall St. Rank held First Potomac Realty Trust as of Q2 2017.

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