Certified Advisory Corp’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-2,994	Closed	-$51K	–	797
2021 Q1	$51K	Buy	+2,994	New	+$44.3K	0.01%	345
2020 Q2	$39K	Hold	2,994	–	–	0.01%	340
2020 Q1	$37K	Hold	2,994	–	–	0.01%	324
2019 Q4	$63K	Hold	2,994	–	–	0.02%	288
2019 Q3	$63K	Hold	2,994	–	–	0.02%	289
2019 Q2	$62K	Buy	2,994 +697	+30%	+$15.5K	0.02%	289
2019 Q1	$52K	Hold	2,297	–	–	0.02%	294
2018 Q4	$44K	Hold	2,297	–	–	0.02%	295
2018 Q3	$54K	Hold	2,297	–	–	0.03%	286
2018 Q2	$52K	Hold	2,297	–	–	0.03%	280
2018 Q1	$46K	Buy	2,297 +2,128	+1,259%	+$45.3K	0.03%	282
2017 Q4	$3K	Buy	+169	New	+$3.75K	﹤0.01%	625

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Certified Advisory Corp's CXP Position: Q2 2021 in Review

Certified Advisory Corp sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q2 2021, closing a stake of 2,994 shares — an estimated $51K sold.

Certified Advisory Corp first reported a position in CXP in Q4 2017 and held it in 12 quarters. The position peaked at $63K in Q4 2019. 205 funds tracked by Wall St. Rank hold CXP as of Q2 2021.

Certified Advisory Corp reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 2,994 COLUMBIA PROPERTY TRUST, INC. shares in Q2 2021, an estimated $51K.
Certified Advisory Corp first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's COLUMBIA PROPERTY TRUST, INC. position peaked at $63K in Q4 2019.
205 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.