Legacy Advisors’s COPT Defense Properties CDP Stock Holding History

Legacy 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
2018 Q2	–	Sell	-61	Closed	-$2K	–	419
2018 Q1	$2K	Buy	+61	New	+$1.61K	﹤0.01%	336

Other funds holding CDP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Advisors's CDP Position: Q2 2018 in Review

Legacy Advisors sold out of COPT Defense Properties (CDP) in Q2 2018, closing a stake of 61 shares — an estimated $2K sold.

Legacy Advisors first reported a position in CDP in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 247 funds tracked by Wall St. Rank hold CDP as of Q2 2018.

Legacy Advisors reported no remaining COPT Defense Properties position as of Q2 2018 after selling out during the quarter.
Legacy Advisors sold 61 COPT Defense Properties shares in Q2 2018, an estimated $2K.
Legacy Advisors first reported a position in COPT Defense Properties in Q1 2018 and held it in 1 quarter.
Legacy Advisors's COPT Defense Properties position peaked at $2K in Q1 2018.
247 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.