Charter Oak Capital Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Charter Oak Capital 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
2021 Q4	–	Sell	-362	Closed	-$7K	–	966
2021 Q3	$7K	Hold	362	–	–	﹤0.01%	633
2021 Q2	$6K	Sell	362 -1,741	-83%	-$31.4K	﹤0.01%	646
2021 Q1	$36K	Hold	2,103	–	–	0.01%	355
2020 Q4	$30K	Buy	+2,103	New	+$26.8K	﹤0.01%	368

Other funds holding CXP

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

Charter Oak Capital Management's CXP Position: Q4 2021 in Review

Charter Oak Capital Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2021, closing a stake of 362 shares — an estimated $7K sold.

Charter Oak Capital Management first reported a position in CXP in Q4 2020 and held it in 4 quarters. The position peaked at $36K in Q1 2021. 1 fund tracked by Wall St. Rank holds CXP as of Q4 2021.

Charter Oak Capital Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2021 after selling out during the quarter.
Charter Oak Capital Management sold 362 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2021, an estimated $7K.
Charter Oak Capital Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2020 and held it in 4 quarters.
Charter Oak Capital Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $36K in Q1 2021.
1 fund tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.