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Legacy Financial Advisors’s COPT Defense Properties CDP Stock Holding History

Legacy Financial 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
Q2 		– Sell
-69
Closed -$2K – 249
2019
Q1 		$2K Hold
69
– – ﹤0.01% 888
2018
Q4 		$1K Hold
69
– – ﹤0.01% 884
2018
Q3 		$2K Hold
69
– – ﹤0.01% 797
2018
Q2 		$2K Hold
69
– – ﹤0.01% 811
2018
Q1 		$1K Hold
69
– – ﹤0.01% 777
2017
Q4 		$2K Buy
+69
New +$2.16K ﹤0.01% 731

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's CDP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of COPT Defense Properties (CDP) in Q2 2019, closing a stake of 69 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in CDP in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 256 funds tracked by Wall St. Rank hold CDP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining COPT Defense Properties position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 69 COPT Defense Properties shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in COPT Defense Properties in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's COPT Defense Properties position peaked at $2K in Q1 2019.
  • 256 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.