Creative Planning’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Creative Planning’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 Q2	–	Sell	-9,141	Closed	-$206K	–	2157
2019 Q1	$206K	Sell	9,141 -2,751	-23%	-$59.5K	﹤0.01%	1572
2018 Q4	$230K	Sell	11,892 -2,431	-17%	-$52.1K	﹤0.01%	1397
2018 Q3	$339K	Buy	14,323 +3,153	+28%	+$73.3K	﹤0.01%	1319
2018 Q2	$254K	Hold	11,170	–	–	﹤0.01%	1470
2018 Q1	$229K	Buy	+11,170	New	+$238K	﹤0.01%	1517
2017 Q3	–	Sell	-7,803	Closed	-$175K	–	4071
2017 Q2	$175K	Sell	7,803 -3,646	-32%	-$81.1K	﹤0.01%	1605
2017 Q1	$255K	Buy	11,449 +345	+3%	+$7.69K	﹤0.01%	1354
2016 Q4	$240K	Buy	11,104 +3,646	+49%	+$77.8K	﹤0.01%	1311
2016 Q3	$167K	Sell	7,458 -1,473	-16%	-$34.3K	﹤0.01%	1508
2016 Q2	$191K	Buy	8,931 +1,278	+17%	+$27.7K	﹤0.01%	1278
2016 Q1	$168K	Buy	7,653 +1,126	+17%	+$24.3K	﹤0.01%	1306
2015 Q4	$153K	Sell	6,527 -7,281	-53%	-$177K	﹤0.01%	1382
2015 Q3	$320K	Buy	13,808 +74	+0.5%	+$1.74K	﹤0.01%	938
2015 Q2	$337K	Sell	13,734 -9,365	-41%	-$247K	﹤0.01%	765
2015 Q1	$624K	Buy	23,099 +5,941	+35%	+$152K	0.01%	644
2014 Q4	$435K	Buy	17,158 +5,097	+42%	+$128K	﹤0.01%	756
2014 Q3	$288K	Sell	12,061 -2,917	-19%	-$74K	﹤0.01%	884
2014 Q2	$390K	Buy	14,978 +5,283	+54%	+$144K	0.01%	734
2014 Q1	$264K	Buy	9,695 +933	+11%	+$23.5K	﹤0.01%	875
2013 Q4	$219K	Buy	+8,762	New	+$203K	﹤0.01%	826

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

Cohen & Steers New York $57.6B AUM 8.03% 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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Creative Planning's CXP Position: Q2 2019 in Review

Creative Planning sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q2 2019, closing a stake of 9,141 shares — an estimated $206K sold.

Creative Planning first reported a position in CXP in Q4 2013 and held it in 20 quarters. The position peaked at $624K in Q1 2015. 225 funds tracked by Wall St. Rank hold CXP as of Q2 2019.

Creative Planning reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q2 2019 after selling out during the quarter.
Creative Planning sold 9,141 COLUMBIA PROPERTY TRUST, INC. shares in Q2 2019, an estimated $206K.
Creative Planning first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 20 quarters.
Creative Planning's COLUMBIA PROPERTY TRUST, INC. position peaked at $624K in Q1 2015.
225 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.