CAAS
CXP

Capital Asset Advisory Services’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-562
Closed -$8K – 1635
2020
Q4 		$8K Buy
+562
New +$7.15K ﹤0.01% 1171

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Asset Advisory Services's CXP Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q1 2021, closing a stake of 562 shares — an estimated $8K sold.

Capital Asset Advisory Services first reported a position in CXP in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 197 funds tracked by Wall St. Rank hold CXP as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 562 COLUMBIA PROPERTY TRUST, INC. shares in Q1 2021, an estimated $8K.
  • Capital Asset Advisory Services first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's COLUMBIA PROPERTY TRUST, INC. position peaked at $8K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.