WFG Advisors’s Gramercy Property Trust GPT Stock Holding History

WFG Advisors’s Portfolio GPT Stock Details GPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$39K	Buy	1,310 +770	+143%	+$22.2K	0.01%	767
2017 Q1	$14K	Buy	+540	New	+$14.5K	﹤0.01%	997
2016 Q4	–	Sell	-3,337	Closed	-$97K	–	1820
2016 Q3	$97K	Buy	3,337 +37	+1%	+$1.07K	0.02%	531
2016 Q2	$91K	Buy	3,300 +43	+1%	+$1.13K	0.02%	528
2016 Q1	$83K	Buy	3,257 +9	+0.3%	+$202	0.02%	528
2015 Q4	$75K	Buy	+3,248	New	+$202K	0.02%	548
2013 Q4	–	Sell	-16	Closed	–	–	2358
2013 Q3	$0	Sell	16 -36	-69%	-$477	﹤0.01%	2299
2013 Q2	$1K	Buy	+52	New	+$724	﹤0.01%	2033

Other funds holding GPT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WFG Advisors's GPT Position: Q2 2017 in Review

WFG Advisors increased its Gramercy Property Trust (GPT) stake by 143% in Q2 2017, buying an estimated $22.2K and bringing the position to 1,310 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #767.

WFG Advisors first reported a position in GPT in Q2 2013 and has held it in 8 quarters since. The position peaked at $97K in Q3 2016. 238 funds tracked by Wall St. Rank hold GPT as of Q2 2017.

WFG Advisors held 1,310 shares of Gramercy Property Trust worth $39K as of Q2 2017.
WFG Advisors bought 770 Gramercy Property Trust shares in Q2 2017, an estimated $22.2K.
Gramercy Property Trust made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #767 holding.
WFG Advisors first reported a position in Gramercy Property Trust in Q2 2013 and has held it in 8 quarters since.
WFG Advisors's Gramercy Property Trust position peaked at $97K in Q3 2016.
238 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q2 2017.

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