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Wealthspire Advisors (Maryland)’s Camden Property Trust CPT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-62
Closed -$6K – 785
2019
Q1 		$6K Buy
62
+13
+27% +$1.25K ﹤0.01% 1728
2018
Q4 		$4K Hold
49
– – ﹤0.01% 1800
2018
Q3 		$5K Hold
49
– – ﹤0.01% 1780
2018
Q2 		$4K Sell
49
-43
-47% -$3.75K ﹤0.01% 1864
2018
Q1 		$8K Sell
92
-4
-4% -$334 ﹤0.01% 1641
2017
Q4 		$9K Buy
96
+17
+22% +$1.57K ﹤0.01% 1626
2017
Q3 		$7K Sell
79
-34
-30% -$3.06K ﹤0.01% 1681
2017
Q2 		$10K Sell
113
-1,095
-91% -$91.7K ﹤0.01% 1520
2017
Q1 		$97K Sell
1,208
-329
-21% -$27.1K 0.01% 613
2016
Q4 		$129K Buy
1,537
+434
+39% +$34.5K 0.02% 494
2016
Q3 		$92K Buy
1,103
+133
+14% +$11.6K 0.01% 593
2016
Q2 		$86K Buy
970
+29
+3% +$2.42K 0.01% 565
2016
Q1 		$79K Sell
941
-68
-7% -$5.19K 0.01% 585
2015
Q4 		$77K Buy
+1,009
New +$76.9K 0.01% 595

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Camden Property Trust (CPT) in Q2 2019, closing a stake of 62 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in CPT in Q4 2015 and held it in 14 quarters. The position peaked at $129K in Q4 2016. 381 funds tracked by Wall St. Rank hold CPT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Camden Property Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 62 Camden Property Trust shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Camden Property Trust in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Camden Property Trust position peaked at $129K in Q4 2016.
  • 381 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2019.

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