Arete Wealth Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Arete Wealth Advisors’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
2017 Q3	–	Sell	-8,993	Closed	-$201K	–	280
2017 Q2	$201K	Sell	8,993 -168	-2%	-$3.74K	0.09%	218
2017 Q1	$204K	Sell	9,161 -421	-4%	-$9.39K	0.09%	184
2016 Q4	$207K	Buy	9,582 +318	+3%	+$6.78K	0.1%	166
2016 Q3	$207K	Buy	+9,264	New	+$216K	0.12%	135
2016 Q2	–	Sell	-14,085	Closed	-$310K	–	171
2016 Q1	$310K	Buy	14,085 +1,716	+14%	+$37K	0.19%	102
2015 Q4	$290K	Hold	12,369	–	–	0.18%	96
2015 Q3	$287K	Buy	12,369 +35	+0.3%	+$821	0.22%	90
2015 Q2	$303K	Buy	12,334 +30	+0.2%	+$792	0.2%	104
2015 Q1	$332K	Sell	12,304 -302	-2%	-$7.73K	0.21%	101
2014 Q4	$320K	Sell	12,606 -1,250	-9%	-$31.4K	0.23%	94
2014 Q3	$332K	Sell	13,856 -1,169	-8%	-$29.7K	0.25%	82
2014 Q2	$390K	Sell	15,025 -8,586	-36%	-$234K	0.3%	77
2014 Q1	$635K	Sell	23,611 -1,267	-5%	-$31.9K	0.59%	46
2013 Q4	$615K	Buy	+24,878	New	+$576K	0.61%	44

Other funds holding CXP

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Arete Wealth Advisors's CXP Position: Q3 2017 in Review

Arete Wealth Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q3 2017, closing a stake of 8,993 shares — an estimated $201K sold.

Arete Wealth Advisors first reported a position in CXP in Q4 2013 and held it in 14 quarters. The position peaked at $635K in Q1 2014. 215 funds tracked by Wall St. Rank hold CXP as of Q3 2017.

Arete Wealth Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q3 2017 after selling out during the quarter.
Arete Wealth Advisors sold 8,993 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2017, an estimated $201K.
Arete Wealth Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 14 quarters.
Arete Wealth Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $635K in Q1 2014.
215 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2017.

Based on Arete Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.