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Wealthcare Capital Management’s Cousins Properties CUZ Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-34
Closed -$1K – 492
2015
Q1 		$1K Buy
+34
New +$1.05K ﹤0.01% 854

Other funds holding CUZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Wealthcare Capital Management's CUZ Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Cousins Properties (CUZ) in Q2 2015, closing a stake of 34 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in CUZ in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 186 funds tracked by Wall St. Rank hold CUZ as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Cousins Properties position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 34 Cousins Properties shares in Q2 2015, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Cousins Properties in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Cousins Properties position peaked at $1K in Q1 2015.
  • 186 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.