AllSquare Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

AllSquare Wealth Management’s Portfolio CXP Stock Details CXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,007	Closed	-$64.4K	–	495
2018 Q3	$71K	Hold	3,007	–	–	0.05%	144
2018 Q2	$68K	Hold	3,007	–	–	0.05%	144
2018 Q1	$62K	Hold	3,007	–	–	0.05%	131
2017 Q4	$69K	Hold	3,007	–	–	0.05%	124
2017 Q3	$65K	Buy	+3,007	New	+$64.7K	0.05%	125
2017 Q2	–	Sell	-3,007	Closed	-$67K	–	371
2017 Q1	$67K	Hold	3,007	–	–	0.06%	116
2016 Q4	$65K	Hold	3,007	–	–	0.06%	117
2016 Q3	$67K	Hold	3,007	–	–	0.06%	103
2016 Q2	$64K	Hold	3,007	–	–	0.06%	101
2016 Q1	$66K	Sell	3,007 -1,000	-25%	-$21.6K	0.07%	98
2015 Q4	$94K	Hold	4,007	–	–	0.09%	82
2015 Q3	$93K	Hold	4,007	–	–	0.1%	82
2015 Q2	$98K	Hold	4,007	–	–	0.09%	86
2015 Q1	$108K	Sell	4,007 -578	-13%	-$14.8K	0.1%	84
2014 Q4	$116K	Buy	+4,585	New	+$115K	0.11%	74

Other funds holding CXP

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllSquare Wealth Management's CXP Position: Q4 2018 in Review

AllSquare Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2018, closing a stake of 3,007 shares — an estimated $64.4K sold.

AllSquare Wealth Management first reported a position in CXP in Q4 2014 and held it in 15 quarters. The position peaked at $116K in Q4 2014. 225 funds tracked by Wall St. Rank hold CXP as of Q4 2018.

AllSquare Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2018 after selling out during the quarter.
AllSquare Wealth Management sold 3,007 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2018, an estimated $64.4K.
AllSquare Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2014 and held it in 15 quarters.
AllSquare Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $116K in Q4 2014.
225 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2018.

Based on AllSquare Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.