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JOYN Advisors’s COPT Defense Properties CDP Stock Holding History

JOYN Advisors’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-494
Closed -$10K – 325
2018
Q4 		$10K Buy
494
+399
+420% +$10.1K ﹤0.01% 960
2018
Q3 		$3K Buy
95
+18
+23% +$539 ﹤0.01% 1321
2018
Q2 		$2K Buy
77
+70
+1,000% +$1.92K ﹤0.01% 1391
2018
Q1 		$0 Buy
+7
New +$185 ﹤0.01% 1323

Other funds holding CDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JOYN Advisors's CDP Position: Q1 2019 in Review

JOYN Advisors sold out of COPT Defense Properties (CDP) in Q1 2019, closing a stake of 494 shares — an estimated $10K sold.

JOYN Advisors first reported a position in CDP in Q1 2018 and held it in 4 quarters. The position peaked at $10K in Q4 2018. 239 funds tracked by Wall St. Rank hold CDP as of Q1 2019.

  • JOYN Advisors reported no remaining COPT Defense Properties position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 494 COPT Defense Properties shares in Q1 2019, an estimated $10K.
  • JOYN Advisors first reported a position in COPT Defense Properties in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's COPT Defense Properties position peaked at $10K in Q4 2018.
  • 239 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.