FHC
CXP

First Heartland Consultants’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

First Heartland Consultants’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
2020
Q4 		– Sell
-18,997
Closed -$207K – 357
2020
Q3 		$207K Sell
18,997
-3,092
-14% -$36.9K 0.04% 274
2020
Q2 		$290K Buy
22,089
+145
+0.7% +$1.91K 0.06% 216
2020
Q1 		$274K Buy
21,944
+381
+2% +$7.15K 0.07% 198
2019
Q4 		$451K Sell
21,563
-612
-3% -$12.6K 0.09% 184
2019
Q3 		$469K Sell
22,175
-136
-0.6% -$2.9K 0.1% 165
2019
Q2 		$463K Sell
22,311
-131
-0.6% -$2.9K 0.11% 160
2019
Q1 		$505K Buy
22,442
+2,805
+14% +$60.6K 0.14% 143
2018
Q4 		$380K Sell
19,637
-1,306
-6% -$28K 0.14% 140
2018
Q3 		$495K Buy
20,943
+131
+0.6% +$3.05K 0.15% 133
2018
Q2 		$473K Sell
20,812
-1,359
-6% -$29.4K 0.17% 138
2018
Q1 		$454K Sell
22,171
-2,910
-12% -$62K 0.14% 168
2017
Q4 		$576K Sell
25,081
-772
-3% -$17.1K 0.17% 132
2017
Q3 		$563K Buy
25,853
+50
+0.2% +$1.08K 0.14% 196
2017
Q2 		$577K Sell
25,803
-476
-2% -$10.6K 0.15% 178
2017
Q1 		$585K Sell
26,279
-3,053
-10% -$68.1K 0.16% 177
2016
Q4 		$634K Sell
29,332
-2,507
-8% -$53.5K 0.19% 145
2016
Q3 		$713K Buy
31,839
+150
+0.5% +$3.5K 0.21% 122
2016
Q2 		$678 Buy
31,689
+5,685
+22% +$123K 0.07% 120
2016
Q1 		$572K Sell
26,004
-653
-2% -$14.1K 0.22% 123
2015
Q4 		$626K Sell
26,657
-1,684
-6% -$40.9K 0.24% 108
2015
Q3 		$658K Sell
28,341
-2,975
-9% -$69.8K 0.27% 104
2015
Q2 		$769 Sell
31,316
-1,288
-4% -$34K 0.21% 103
2015
Q1 		$881K Buy
32,604
+383
+1% +$9.8K 0.34% 88
2014
Q4 		$817K Buy
32,221
+8,944
+38% +$225K 0.34% 82
2014
Q3 		$556K Sell
23,277
-5,985
-20% -$152K 0.24% 117
2014
Q2 		$761K Buy
29,262
+1,466
+5% +$39.9K 0.34% 89
2014
Q1 		$757K Sell
27,796
-2,732
-9% -$68.7K 0.37% 80
2013
Q4 		$763K Buy
+30,528
New +$707K 0.43% 70

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Heartland Consultants's CXP Position: Q4 2020 in Review

First Heartland Consultants sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2020, closing a stake of 18,997 shares — an estimated $207K sold.

First Heartland Consultants first reported a position in CXP in Q4 2013 and held it in 28 quarters. The position peaked at $881K in Q1 2015. 197 funds tracked by Wall St. Rank hold CXP as of Q4 2020.

  • First Heartland Consultants reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2020 after selling out during the quarter.
  • First Heartland Consultants sold 18,997 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2020, an estimated $207K.
  • First Heartland Consultants first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 28 quarters.
  • First Heartland Consultants's COLUMBIA PROPERTY TRUST, INC. position peaked at $881K in Q1 2015.
  • 197 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2020.

Based on First Heartland Consultants's 13F filing for Q4 2020, filed 29 Jan 2021.