JWA
GPT

JFS Wealth Advisors’s Gramercy Property Trust GPT Stock Holding History

JFS Wealth Advisors’s Portfolio GPT Stock Details GPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-808
Closed -$7K – 470
2017
Q1 		$7K Buy
808
+539
+200% +$14.5K ﹤0.01% 375
2016
Q4 		$7K Hold
269
– – ﹤0.01% 375
2016
Q3 		$8K Hold
269
– – ﹤0.01% 404
2016
Q2 		$7K Hold
269
– – ﹤0.01% 421
2016
Q1 		$7K Hold
269
– – ﹤0.01% 435
2015
Q4 		$6K Buy
+269
New +$16.8K ﹤0.01% 443

Other funds holding GPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return