SHWM
CUZ icon

Smith & Howard Wealth Management’s Cousins Properties CUZ Stock Holding History

Smith & Howard Wealth Management’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,094
Closed -$32K – 77
2013
Q4 		$32K Hold
1,094
– – 0.02% 134
2013
Q3 		$32K Hold
1,094
– – 0.02% 133
2013
Q2 		$31K Buy
+1,094
New +$32.3K 0.02% 114

Other funds holding CUZ

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Smith & Howard Wealth Management's CUZ Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Cousins Properties (CUZ) in Q1 2014, closing a stake of 1,094 shares — an estimated $32K sold.

Smith & Howard Wealth Management first reported a position in CUZ in Q2 2013 and held it in 3 quarters. The position peaked at $32K in Q4 2013. 182 funds tracked by Wall St. Rank hold CUZ as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Cousins Properties position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,094 Cousins Properties shares in Q1 2014, an estimated $32K.
  • Smith & Howard Wealth Management first reported a position in Cousins Properties in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Cousins Properties position peaked at $32K in Q4 2013.
  • 182 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.