CHJWM
CXP

Carlton Hofferkamp & Jenks Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Carlton Hofferkamp & Jenks 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
2019
Q1 		– Sell
-10,161
Closed -$196K – 94
2018
Q4 		$196K Sell
10,161
-1,500
-13% -$32.1K 0.14% 81
2018
Q3 		$275K Sell
11,661
-1,500
-11% -$34.9K 0.17% 80
2018
Q2 		$297K Sell
13,161
-1,133
-8% -$24.5K 0.19% 79
2018
Q1 		$293K Sell
14,294
-675
-5% -$14.4K 0.2% 77
2017
Q4 		$343K Sell
14,969
-1,000
-6% -$22.2K 0.22% 78
2017
Q3 		$347K Sell
15,969
-2,641
-14% -$56.9K 0.22% 77
2017
Q2 		$416K Hold
18,610
– – 0.28% 68
2017
Q1 		$414K Sell
18,610
-2,150
-10% -$47.9K 0.29% 69
2016
Q4 		$448K Sell
20,760
-7,147
-26% -$152K 0.33% 59
2016
Q3 		$624K Sell
27,907
-850
-3% -$19.8K 0.49% 53
2016
Q2 		$615K Sell
28,757
-1,100
-4% -$23.8K 0.48% 52
2016
Q1 		$656K Sell
29,857
-403
-1% -$8.69K 0.54% 50
2015
Q4 		$695K Sell
30,260
-7,900
-21% -$192K 0.6% 46
2015
Q3 		$885K Sell
38,160
-500
-1% -$11.7K 0.86% 36
2015
Q2 		$960K Sell
38,660
-1,627
-4% -$43K 0.9% 37
2015
Q1 		$1.09M Sell
40,287
-300
-0.7% -$7.68K 1.09% 29
2014
Q4 		$1.03M Sell
40,587
-14,412
-26% -$362K 0.91% 29
2014
Q3 		$1.31M Sell
54,999
-164,141
-75% -$4.16M 1.51% 25
2014
Q2 		$2.73M Buy
219,140
+165,341
+307% +$4.5M 3.52% 6
2014
Q1 		$1.47M Sell
53,799
-75
-0.1% -$1.89K 1.91% 17
2013
Q4 		$1.35M Buy
+53,874
New +$1.25M 1.89% 19

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's CXP Position: Q1 2019 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q1 2019, closing a stake of 10,161 shares — an estimated $196K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in CXP in Q4 2013 and held it in 21 quarters. The position peaked at $2.73M in Q2 2014. 228 funds tracked by Wall St. Rank hold CXP as of Q1 2019.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q1 2019 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 10,161 COLUMBIA PROPERTY TRUST, INC. shares in Q1 2019, an estimated $196K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 21 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $2.73M in Q2 2014.
  • 228 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q1 2019.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2019, filed 22 Apr 2019.