First Personal Financial Services’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

First Personal Financial Services’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
2021 Q3	–	Sell	-122	Closed	-$2K	–	330
2021 Q2	$2K	Buy	+122	New	+$2.2K	﹤0.01%	312
2018 Q2	–	Sell	-447	Closed	-$9K	–	991
2018 Q1	$9K	Sell	447 -80	-15%	-$1.7K	﹤0.01%	826
2017 Q4	$12K	Buy	527 +91	+21%	+$2.02K	﹤0.01%	751
2017 Q3	$9K	Buy	436 +10	+2%	+$215	﹤0.01%	732
2017 Q2	$10K	Sell	426 -42	-9%	-$934	﹤0.01%	723
2017 Q1	$10K	Hold	468	–	–	﹤0.01%	717
2016 Q4	$10K	Sell	468 -8	-2%	-$171	﹤0.01%	716
2016 Q3	$11K	Sell	476 -112	-19%	-$2.61K	﹤0.01%	574
2016 Q2	$13K	Buy	+588	New	+$12.7K	﹤0.01%	509

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Personal Financial Services's CXP Position: Q3 2021 in Review

First Personal Financial Services sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q3 2021, closing a stake of 122 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in CXP in Q2 2016 and held it in 9 quarters. The position peaked at $13K in Q2 2016. 222 funds tracked by Wall St. Rank hold CXP as of Q3 2021.

First Personal Financial Services reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q3 2021 after selling out during the quarter.
First Personal Financial Services sold 122 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2021, an estimated $2K.
First Personal Financial Services first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q2 2016 and held it in 9 quarters.
First Personal Financial Services's COLUMBIA PROPERTY TRUST, INC. position peaked at $13K in Q2 2016.
222 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2021.

Based on First Personal Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.