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Northwest Wealth Management’s Camden Property Trust CPT Stock Holding History

Northwest Wealth Management’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
-390
Closed -$40K – 182
2019
Q1 		$40K Hold
390
– – 0.03% 235
2018
Q4 		$34K Hold
390
– – 0.03% 231
2018
Q3 		$36K Hold
390
– – 0.03% 242
2018
Q2 		$36K Hold
390
– – 0.03% 244
2018
Q1 		$33K Buy
+390
New +$32.6K 0.02% 258

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

Northwest Wealth Management's CPT Position: Q2 2019 in Review

Northwest Wealth Management sold out of Camden Property Trust (CPT) in Q2 2019, closing a stake of 390 shares — an estimated $40K sold.

Northwest Wealth Management first reported a position in CPT in Q1 2018 and held it in 5 quarters. The position peaked at $40K in Q1 2019. 381 funds tracked by Wall St. Rank hold CPT as of Q2 2019.

  • Northwest Wealth Management reported no remaining Camden Property Trust position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 390 Camden Property Trust shares in Q2 2019, an estimated $40K.
  • Northwest Wealth Management first reported a position in Camden Property Trust in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Camden Property Trust position peaked at $40K in Q1 2019.
  • 381 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.