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Patriot Financial Group Insurance Agency’s Camden Property Trust CPT Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q1 		– Sell
-30
Closed -$3K – 953
2017
Q4 		$3K Hold
30
– – ﹤0.01% 803
2017
Q3 		$3K Hold
30
– – ﹤0.01% 768
2017
Q2 		$3K Hold
30
– – ﹤0.01% 755
2017
Q1 		$2K Hold
30
– – ﹤0.01% 749
2016
Q4 		$2K Buy
+30
New +$2.38K ﹤0.01% 684

Other funds holding CPT

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CPT Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of Camden Property Trust (CPT) in Q1 2018, closing a stake of 30 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in CPT in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 354 funds tracked by Wall St. Rank hold CPT as of Q1 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Camden Property Trust position as of Q1 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 30 Camden Property Trust shares in Q1 2018, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Camden Property Trust in Q4 2016 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Camden Property Trust position peaked at $3K in Q4 2017.
  • 354 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.