WA
GPT

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 – 1821
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return