FineMark National Bank & Trust’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

FineMark National Bank & Trust’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	-750	Closed	-$17K	–	1384
2016 Q3	$17K	Hold	750	–	–	﹤0.01%	840
2016 Q2	$16K	Buy	+750	New	+$16.2K	﹤0.01%	868
2014 Q3	–	Sell	-2,701	Closed	-$70K	–	1436
2014 Q2	$70K	Buy	+2,701	New	+$73.6K	0.01%	545

Other funds holding CXP

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FineMark National Bank & Trust's CXP Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2016, closing a stake of 750 shares — an estimated $17K sold.

FineMark National Bank & Trust first reported a position in CXP in Q2 2014 and held it in 3 quarters. The position peaked at $70K in Q2 2014. 239 funds tracked by Wall St. Rank hold CXP as of Q4 2016.

FineMark National Bank & Trust reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 750 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2016, an estimated $17K.
FineMark National Bank & Trust first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q2 2014 and held it in 3 quarters.
FineMark National Bank & Trust's COLUMBIA PROPERTY TRUST, INC. position peaked at $70K in Q2 2014.
239 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.