Berman Capital Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Berman Capital 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
2021 Q3	$7K	Sell	379 -2	-0.5%	-$35	﹤0.01%	1353
2021 Q2	$6K	Buy	381 +1	+0.3%	+$18	﹤0.01%	1324
2021 Q1	$6K	Buy	380 +4	+1%	+$59	﹤0.01%	1244
2020 Q4	$5K	Buy	376 +188	+100%	+$2.39K	﹤0.01%	1189
2020 Q3	$2K	Sell	188 -28	-13%	-$334	﹤0.01%	1374
2020 Q2	$2K	Buy	216 +137	+173%	+$1.8K	﹤0.01%	1350
2020 Q1	$0	Buy	79 +70	+778%	+$1.31K	﹤0.01%	1752
2019 Q4	$0	Hold	9	–	–	﹤0.01%	1588
2019 Q3	$0	Hold	9	–	–	﹤0.01%	1638
2019 Q2	$0	Hold	9	–	–	﹤0.01%	1631
2019 Q1	$0	Hold	9	–	–	﹤0.01%	1528
2018 Q4	$0	Buy	+9	New	+$193	﹤0.01%	1301

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's CXP Position: Q3 2021 in Review

Berman Capital Advisors reduced its COLUMBIA PROPERTY TRUST, INC. (CXP) stake by 0.52% in Q3 2021, selling an estimated $35 and leaving 379 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Berman Capital Advisors first reported a position in CXP in Q4 2018 and has held it in 12 quarters since. 222 funds tracked by Wall St. Rank hold CXP as of Q3 2021.

Berman Capital Advisors held 379 shares of COLUMBIA PROPERTY TRUST, INC. worth $7K as of Q3 2021.
Berman Capital Advisors sold 2 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2021, an estimated $35.
COLUMBIA PROPERTY TRUST, INC. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1353 holding.
Berman Capital Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2018 and has held it in 12 quarters since.
222 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.