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Valley Wealth Managers’s Camden Property Trust CPT Stock Holding History

Valley Wealth Managers’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
2017
Q2 		– Sell
-300
Closed -$24K – 138
2017
Q1 		$24K Buy
+300
New +$24.7K ﹤0.01% 155

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valley Wealth Managers's CPT Position: Q2 2017 in Review

Valley Wealth Managers sold out of Camden Property Trust (CPT) in Q2 2017, closing a stake of 300 shares — an estimated $24K sold.

Valley Wealth Managers first reported a position in CPT in Q1 2017 and held it in 1 quarter. The position peaked at $24K in Q1 2017. 346 funds tracked by Wall St. Rank hold CPT as of Q2 2017.

  • Valley Wealth Managers reported no remaining Camden Property Trust position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 300 Camden Property Trust shares in Q2 2017, an estimated $24K.
  • Valley Wealth Managers first reported a position in Camden Property Trust in Q1 2017 and held it in 1 quarter.
  • Valley Wealth Managers's Camden Property Trust position peaked at $24K in Q1 2017.
  • 346 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.