OWP
GPT

Obermeyer Wealth Partners’s Gramercy Property Trust GPT Stock Holding History

Obermeyer Wealth Partners’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
-5,724
Closed -$166K – 136
2016
Q3 		$166K Hold
5,724
– – 0.02% 126
2016
Q2 		$158K Hold
5,724
– – 0.02% 126
2016
Q1 		$145K Buy
+5,724
New +$129K 0.01% 121

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

Obermeyer Wealth Partners's GPT Position: Q4 2016 in Review

Obermeyer Wealth Partners sold out of Gramercy Property Trust (GPT) in Q4 2016, closing a stake of 5,724 shares — an estimated $166K sold.

Obermeyer Wealth Partners first reported a position in GPT in Q1 2016 and held it in 3 quarters. The position peaked at $166K in Q3 2016. 217 funds tracked by Wall St. Rank hold GPT as of Q4 2016.

  • Obermeyer Wealth Partners reported no remaining Gramercy Property Trust position as of Q4 2016 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 5,724 Gramercy Property Trust shares in Q4 2016, an estimated $166K.
  • Obermeyer Wealth Partners first reported a position in Gramercy Property Trust in Q1 2016 and held it in 3 quarters.
  • Obermeyer Wealth Partners's Gramercy Property Trust position peaked at $166K in Q3 2016.
  • 217 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q4 2016.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2016, filed 13 Feb 2017.