EWM
CXP

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

Evercore 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
2016
Q4 		– Sell
-1,000
Closed -$22K – 1112
2016
Q3 		$22K Buy
+1,000
New +$23.3K ﹤0.01% 759

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's CXP Position: Q4 2016 in Review

Evercore Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2016, closing a stake of 1,000 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in CXP in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 239 funds tracked by Wall St. Rank hold CXP as of Q4 2016.

  • Evercore Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,000 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2016, an estimated $22K.
  • Evercore Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q3 2016 and held it in 1 quarter.
  • Evercore Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $22K in Q3 2016.
  • 239 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.