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

Cornerstone 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
2017 Q4	–	Sell	-24,124	Closed	-$515K	–	426
2017 Q3	$515K	Hold	24,124	–	–	0.11%	197
2017 Q2	$527K	Hold	24,124	–	–	0.12%	171
2017 Q1	$539K	Sell	24,124 -955	-4%	-$21.3K	0.13%	154
2016 Q4	$542K	Sell	25,079 -750	-3%	-$16K	0.17%	119
2016 Q3	$561K	Buy	+25,829	New	+$602K	0.21%	104

Other funds holding CXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Wealth Management's CXP Position: Q4 2017 in Review

Cornerstone Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2017, closing a stake of 24,124 shares — an estimated $515K sold.

Cornerstone Wealth Management first reported a position in CXP in Q3 2016 and held it in 5 quarters. The position peaked at $561K in Q3 2016. 240 funds tracked by Wall St. Rank hold CXP as of Q4 2017.

Cornerstone Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2017 after selling out during the quarter.
Cornerstone Wealth Management sold 24,124 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2017, an estimated $515K.
Cornerstone Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q3 2016 and held it in 5 quarters.
Cornerstone Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $561K in Q3 2016.
240 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2017.

Based on Cornerstone Wealth Management's 13F filing for Q4 2017, filed 9 Feb 2018.