CWM
CXP

Concert Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Concert 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
2014
Q3 		– Hold
0
– – – 452
2014
Q2 		– Sell
-27,730
Closed -$755K – 245
2014
Q1 		$740K Buy
+27,730
New +$697K 0.09% 191

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Concert Wealth Management's CXP Position: Q3 2014 in Review

Concert Wealth Management held its COLUMBIA PROPERTY TRUST, INC. (CXP) position steady in Q3 2014 at 0 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #452.

Concert Wealth Management first reported a position in CXP in Q1 2014 and has held it in 1 quarter since. The position peaked at $740K in Q1 2014. 183 funds tracked by Wall St. Rank hold CXP as of Q3 2014.

  • Concert Wealth Management held 0 shares of COLUMBIA PROPERTY TRUST, INC. worth $237K as of Q3 2014.
  • Concert Wealth Management left its COLUMBIA PROPERTY TRUST, INC. share count unchanged in Q3 2014.
  • COLUMBIA PROPERTY TRUST, INC. made up 0.03% of Concert Wealth Management's portfolio in Q3 2014, its #452 holding.
  • Concert Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q1 2014 and has held it in 1 quarter since.
  • Concert Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $740K in Q1 2014.
  • 183 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2014.

Based on Concert Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.