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YorkBridge Wealth Partners’s Camden Property Trust CPT Stock Holding History

YorkBridge Wealth Partners’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
2018
Q1 		– Sell
-1,238
Closed -$100K – 844
2017
Q4 		$100K Buy
1,238
+78
+7% +$7.21K 0.05% 290
2017
Q3 		$106K Sell
1,160
-11
-0.9% -$989 0.06% 266
2017
Q2 		$101K Buy
1,171
+67
+6% +$5.61K 0.05% 268
2017
Q1 		$91K Buy
1,104
+226
+26% +$18.6K 0.05% 286
2016
Q4 		$69K Buy
+878
New +$69.8K 0.04% 304

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's CPT Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Camden Property Trust (CPT) in Q1 2018, closing a stake of 1,238 shares — an estimated $100K sold.

YorkBridge Wealth Partners first reported a position in CPT in Q4 2016 and held it in 5 quarters. The position peaked at $106K in Q3 2017. 353 funds tracked by Wall St. Rank hold CPT as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Camden Property Trust position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,238 Camden Property Trust shares in Q1 2018, an estimated $100K.
  • YorkBridge Wealth Partners first reported a position in Camden Property Trust in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Camden Property Trust position peaked at $106K in Q3 2017.
  • 353 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.