APP
CXP

Avantax Planning Partners’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-145
Closed -$3K – 1659
2018
Q1 		$3K Buy
+145
New +$3.09K ﹤0.01% 1556

Other funds holding CXP

Vanguard Group
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BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's CXP Position: Q2 2018 in Review

Avantax Planning Partners sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q2 2018, closing a stake of 145 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in CXP in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 228 funds tracked by Wall St. Rank hold CXP as of Q2 2018.

  • Avantax Planning Partners reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 145 COLUMBIA PROPERTY TRUST, INC. shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's COLUMBIA PROPERTY TRUST, INC. position peaked at $3K in Q1 2018.
  • 228 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.