Joel Isaacson & Co’s Cousins Properties CUZ Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-369	Closed	-$13K	–	257
2016 Q4	$13K	Sell	369 -154	-29%	-$4.86K	﹤0.01%	470
2016 Q3	$15K	Hold	523	–	–	﹤0.01%	498
2016 Q2	$15K	Hold	523	–	–	﹤0.01%	495
2016 Q1	$15K	Hold	523	–	–	﹤0.01%	523
2015 Q4	$14K	Hold	523	–	–	﹤0.01%	511
2015 Q3	$14K	Hold	523	–	–	﹤0.01%	534
2015 Q2	$15K	Hold	523	–	–	﹤0.01%	537
2015 Q1	$16K	Hold	523	–	–	﹤0.01%	521
2014 Q4	$17K	Hold	523	–	–	﹤0.01%	450
2014 Q3	$18K	Hold	523	–	–	0.01%	427
2014 Q2	$18K	Hold	523	–	–	0.01%	420
2014 Q1	$17K	Hold	523	–	–	0.01%	429
2013 Q4	$15K	Hold	523	–	–	0.01%	401
2013 Q3	$15K	Buy	+523	New	+$15.2K	0.01%	381

Other funds holding CUZ

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Joel Isaacson & Co's CUZ Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Cousins Properties (CUZ) in Q1 2017, closing a stake of 369 shares — an estimated $13K sold.

Joel Isaacson & Co first reported a position in CUZ in Q3 2013 and held it in 14 quarters. The position peaked at $18K in Q3 2014. 239 funds tracked by Wall St. Rank hold CUZ as of Q1 2017.

Joel Isaacson & Co reported no remaining Cousins Properties position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 369 Cousins Properties shares in Q1 2017, an estimated $13K.
Joel Isaacson & Co first reported a position in Cousins Properties in Q3 2013 and held it in 14 quarters.
Joel Isaacson & Co's Cousins Properties position peaked at $18K in Q3 2014.
239 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.