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Wealthfront’s Cousins Properties CUZ Stock Holding History

Wealthfront’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
Q4 		– Sell
-481
Closed -$13K – 442
2015
Q3 		$13K Buy
481
+33
+7% +$910 ﹤0.01% 876
2015
Q2 		$13K Buy
448
+254
+131% +$7.31K ﹤0.01% 755
2015
Q1 		$6K Buy
194
+193
+19,300% +$5.96K ﹤0.01% 738
2014
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 737

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
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 $3.37T AUM 44.26% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront's CUZ Position: Q4 2015 in Review

Wealthfront sold out of Cousins Properties (CUZ) in Q4 2015, closing a stake of 481 shares — an estimated $13K sold.

Wealthfront first reported a position in CUZ in Q4 2014 and held it in 4 quarters. The position peaked at $13K in Q3 2015. 207 funds tracked by Wall St. Rank hold CUZ as of Q4 2015.

  • Wealthfront reported no remaining Cousins Properties position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 481 Cousins Properties shares in Q4 2015, an estimated $13K.
  • Wealthfront first reported a position in Cousins Properties in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Cousins Properties position peaked at $13K in Q3 2015.
  • 207 funds tracked by Wall St. Rank held Cousins Properties as of Q4 2015.

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