WAM
CDP icon

Wealthspire Advisors (Maryland)’s COPT Defense Properties CDP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-617
Closed -$17K – 721
2019
Q1 		$17K Buy
617
+88
+17% +$2.22K ﹤0.01% 1333
2018
Q4 		$11K Buy
529
+54
+11% +$1.37K ﹤0.01% 1417
2018
Q3 		$14K Hold
475
– – ﹤0.01% 1419
2018
Q2 		$14K Sell
475
-142
-23% -$3.89K ﹤0.01% 1432
2018
Q1 		$16K Buy
617
+64
+12% +$1.7K ﹤0.01% 1366
2017
Q4 		$16K Buy
553
+54
+11% +$1.69K ﹤0.01% 1390
2017
Q3 		$16K Sell
499
-7
-1% -$234 ﹤0.01% 1376
2017
Q2 		$18K Buy
506
+90
+22% +$3.06K ﹤0.01% 1307
2017
Q1 		$14K Buy
416
+51
+14% +$1.66K ﹤0.01% 1195
2016
Q4 		$11K Buy
365
+20
+6% +$568 ﹤0.01% 1190
2016
Q3 		$10K Hold
345
– – ﹤0.01% 1244
2016
Q2 		$10K Hold
345
– – ﹤0.01% 1194
2016
Q1 		$9K Buy
345
+302
+702% +$7K ﹤0.01% 1207
2015
Q4 		$1K Buy
+43
New +$954 ﹤0.01% 1603

Other funds holding CDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CDP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of COPT Defense Properties (CDP) in Q2 2019, closing a stake of 617 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in CDP in Q4 2015 and held it in 14 quarters. The position peaked at $18K in Q2 2017. 256 funds tracked by Wall St. Rank hold CDP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining COPT Defense Properties position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 617 COPT Defense Properties shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in COPT Defense Properties in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s COPT Defense Properties position peaked at $18K in Q2 2017.
  • 256 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.