LWA
GPT

Lenox Wealth Advisors’s Gramercy Property Trust GPT Stock Holding History

Lenox Wealth Advisors’s Portfolio GPT Stock Details GPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,000
Closed -$289K – 203
2016
Q3 		$289K Hold
10,000
– – 0.09% 26
2016
Q2 		$277K Hold
10,000
– – 0.08% 28
2016
Q1 		$254K Hold
10,000
– – 0.08% 27
2015
Q4 		$232K Buy
+10,000
New +$623K 0.07% 29

Other funds holding GPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lenox Wealth Advisors's GPT Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of Gramercy Property Trust (GPT) in Q4 2016, closing a stake of 10,000 shares — an estimated $289K sold.

Lenox Wealth Advisors first reported a position in GPT in Q4 2015 and held it in 4 quarters. The position peaked at $289K in Q3 2016. 217 funds tracked by Wall St. Rank hold GPT as of Q4 2016.

  • Lenox Wealth Advisors reported no remaining Gramercy Property Trust position as of Q4 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 10,000 Gramercy Property Trust shares in Q4 2016, an estimated $289K.
  • Lenox Wealth Advisors first reported a position in Gramercy Property Trust in Q4 2015 and held it in 4 quarters.
  • Lenox Wealth Advisors's Gramercy Property Trust position peaked at $289K in Q3 2016.
  • 217 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.