LWM
CDP icon

Lenox Wealth Management’s COPT Defense Properties CDP Stock Holding History

Lenox Wealth Management’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
Q4 		– Sell
-179
Closed -$9K – 642
2018
Q3 		$9K Buy
+179
New +$5.36K ﹤0.01% 428

Other funds holding CDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Management's CDP Position: Q4 2018 in Review

Lenox Wealth Management sold out of COPT Defense Properties (CDP) in Q4 2018, closing a stake of 179 shares — an estimated $9K sold.

Lenox Wealth Management first reported a position in CDP in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 256 funds tracked by Wall St. Rank hold CDP as of Q4 2018.

  • Lenox Wealth Management reported no remaining COPT Defense Properties position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 179 COPT Defense Properties shares in Q4 2018, an estimated $9K.
  • Lenox Wealth Management first reported a position in COPT Defense Properties in Q3 2018 and held it in 1 quarter.
  • Lenox Wealth Management's COPT Defense Properties position peaked at $9K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.