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Wealthfront’s COPT Defense Properties CDP Stock Holding History

Wealthfront’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-360
Closed -$8K – 406
2015
Q3 		$8K Buy
360
+206
+134% +$4.65K ﹤0.01% 1013
2015
Q2 		$4K Sell
154
-8
-5% -$213 ﹤0.01% 1082
2015
Q1 		$5K Buy
162
+161
+16,100% +$4.76K ﹤0.01% 782
2014
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 717

Other funds holding CDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Wealthfront's CDP Position: Q4 2015 in Review

Wealthfront sold out of COPT Defense Properties (CDP) in Q4 2015, closing a stake of 360 shares — an estimated $8K sold.

Wealthfront first reported a position in CDP in Q4 2014 and held it in 4 quarters. The position peaked at $8K in Q3 2015. 223 funds tracked by Wall St. Rank hold CDP as of Q4 2015.

  • Wealthfront reported no remaining COPT Defense Properties position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 360 COPT Defense Properties shares in Q4 2015, an estimated $8K.
  • Wealthfront first reported a position in COPT Defense Properties in Q4 2014 and held it in 4 quarters.
  • Wealthfront's COPT Defense Properties position peaked at $8K in Q3 2015.
  • 223 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.