WFG Advisors’s Camden Property Trust CPT Stock Holding History

WFG Advisors’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
2017 Q2	$38K	Buy	+450	New	+$37.7K	0.01%	770
2015 Q2	–	Sell	-32	Closed	-$2K	–	1683
2015 Q1	$2K	Buy	32 +1	+3%	+$77	﹤0.01%	1528
2014 Q4	$2K	Hold	31	–	–	﹤0.01%	1831
2014 Q3	$2K	Buy	+31	New	+$2.25K	﹤0.01%	1853

Other funds holding CPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's CPT Position: Q2 2017 in Review

WFG Advisors opened a new position in Camden Property Trust (CPT) in Q2 2017: 450 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: WFG Advisors previously reported a position in CPT as recently as Q1 2015.

WFG Advisors first reported a position in CPT in Q3 2014 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold CPT as of Q2 2017.

WFG Advisors held 450 shares of Camden Property Trust worth $38K as of Q2 2017.
Camden Property Trust was a new WFG Advisors position in Q2 2017.
Camden Property Trust made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #770 holding.
WFG Advisors first reported a position in Camden Property Trust in Q3 2014 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.