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Legacy Financial Advisors’s Camden Property Trust CPT Stock Holding History

Legacy Financial Advisors’s Portfolio CPT Stock Details CPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-30
Closed -$3K – 292
2019
Q1 		$3K Hold
30
– – ﹤0.01% 850
2018
Q4 		$3K Hold
30
– – ﹤0.01% 801
2018
Q3 		$2K Hold
30
– – ﹤0.01% 801
2018
Q2 		$3K Hold
30
– – ﹤0.01% 772
2018
Q1 		$2K Hold
30
– – ﹤0.01% 750
2017
Q4 		$2K Buy
+30
New +$2.77K ﹤0.01% 735

Other funds holding CPT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Camden Property Trust (CPT) in Q2 2019, closing a stake of 30 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in CPT in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 381 funds tracked by Wall St. Rank hold CPT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Camden Property Trust position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 30 Camden Property Trust shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Camden Property Trust in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Camden Property Trust position peaked at $3K in Q1 2019.
  • 381 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2019.

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