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 – 468
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's GPT Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Gramercy Property Trust (GPT) in Q2 2017, closing a stake of 808 shares — an estimated $7K sold.

JFS Wealth Advisors first reported a position in GPT in Q4 2015 and held it in 6 quarters. The position peaked at $8K in Q3 2016. 238 funds tracked by Wall St. Rank hold GPT as of Q2 2017.

  • JFS Wealth Advisors reported no remaining Gramercy Property Trust position as of Q2 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 808 Gramercy Property Trust shares in Q2 2017, an estimated $7K.
  • JFS Wealth Advisors first reported a position in Gramercy Property Trust in Q4 2015 and held it in 6 quarters.
  • JFS Wealth Advisors's Gramercy Property Trust position peaked at $8K in Q3 2016.
  • 238 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.