Ropes Wealth Advisors’s Camden Property Trust CPT Stock Holding History

Ropes Wealth Advisors’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 Q2	–	Sell	-165	Closed	-$14K	–	565
2018 Q1	$14K	Sell	165 -25	-13%	-$2.09K	﹤0.01%	432
2017 Q4	$17K	Hold	190	–	–	﹤0.01%	463
2017 Q3	$17K	Hold	190	–	–	﹤0.01%	432
2017 Q2	$16K	Hold	190	–	–	﹤0.01%	413
2017 Q1	$15K	Hold	190	–	–	﹤0.01%	424
2016 Q4	$16K	Hold	190	–	–	0.01%	418
2016 Q3	$16K	Hold	190	–	–	0.01%	380
2016 Q2	$17K	Hold	190	–	–	0.01%	337
2016 Q1	$16K	Hold	190	–	–	0.01%	300
2015 Q4	$15K	Hold	190	–	–	0.01%	321
2015 Q3	$14K	Hold	190	–	–	0.01%	328
2015 Q2	$14K	Hold	190	–	–	0.01%	239
2015 Q1	$15K	Buy	+190	New	+$14.6K	0.01%	243

Other funds holding CPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ropes Wealth Advisors's CPT Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Camden Property Trust (CPT) in Q2 2018, closing a stake of 165 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in CPT in Q1 2015 and held it in 13 quarters. The position peaked at $17K in Q4 2017. 363 funds tracked by Wall St. Rank hold CPT as of Q2 2018.

Ropes Wealth Advisors reported no remaining Camden Property Trust position as of Q2 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 165 Camden Property Trust shares in Q2 2018, an estimated $14K.
Ropes Wealth Advisors first reported a position in Camden Property Trust in Q1 2015 and held it in 13 quarters.
Ropes Wealth Advisors's Camden Property Trust position peaked at $17K in Q4 2017.
363 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.