AE Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,611
| Closed | -$202K | – | 1821 |
|
|
2021
Q3 | $202K | Buy |
10,611
+7
| +0.1% | +$122 | ﹤0.01% | 1527 |
|
|
2021
Q2 | $184K | Buy |
10,604
+206
| +2% | +$3.71K | ﹤0.01% | 1506 |
|
|
2021
Q1 | $178K | Buy |
10,398
+9
| +0.1% | +$133 | ﹤0.01% | 1419 |
|
|
2020
Q4 | $149K | Sell |
10,389
-62
| -0.6% | -$789 | ﹤0.01% | 1292 |
|
|
2020
Q3 | $114K | Buy |
10,451
+5
| +0% | +$60 | ﹤0.01% | 1207 |
|
|
2020
Q2 | $137K | Buy |
10,446
+45
| +0.4% | +$593 | ﹤0.01% | 1173 |
|
|
2020
Q1 | $130K | Sell |
10,401
-118
| -1% | -$2.21K | ﹤0.01% | 1034 |
|
|
2019
Q4 | $220K | Sell |
10,519
-272
| -3% | -$5.58K | ﹤0.01% | 1033 |
|
|
2019
Q3 | $228K | Sell |
10,791
-2,791
| -21% | -$59.5K | 0.01% | 886 |
|
|
2019
Q2 | $282K | Sell |
13,582
-1,479
| -10% | -$32.8K | 0.01% | 776 |
|
|
2019
Q1 | $339K | Sell |
15,061
-921
| -6% | -$19.9K | 0.02% | 430 |
|
|
2018
Q4 | $309K | Sell |
15,982
-524
| -3% | -$11.2K | 0.05% | 341 |
|
|
2018
Q3 | $390K | Buy |
16,506
+3,392
| +26% | +$78.9K | 0.02% | 384 |
|
|
2018
Q2 | $298K | Sell |
13,114
-2,052
| -14% | -$44.4K | 0.02% | 335 |
|
|
2018
Q1 | $310K | Buy |
15,166
+374
| +3% | +$7.96K | 0.02% | 318 |
|
|
2017
Q4 | $339K | Buy |
+14,792
| New | +$328K | 0.03% | 294 |
|
Other funds holding CXP
AE Wealth Management's CXP Position: Q4 2021 in Review
AE Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2021, closing a stake of 10,611 shares — an estimated $202K sold.
AE Wealth Management first reported a position in CXP in Q4 2017 and held it in 16 quarters. The position peaked at $390K in Q3 2018. 1 fund tracked by Wall St. Rank holds CXP as of Q4 2021.
- AE Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2021 after selling out during the quarter.
- AE Wealth Management sold 10,611 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2021, an estimated $202K.
- AE Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2017 and held it in 16 quarters.
- AE Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $390K in Q3 2018.
- 1 fund tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2021.
Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.