FWM
CXP

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

Frontier 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
2015
Q4 		– Sell
-10,245
Closed -$238K – 369
2015
Q3 		$238K Buy
10,245
+2,000
+24% +$46.9K 0.04% 282
2015
Q2 		$202K Sell
8,245
-2,150
-21% -$56.8K 0.03% 313
2015
Q1 		$281K Buy
+10,395
New +$266K 0.05% 240

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Frontier Wealth Management's CXP Position: Q4 2015 in Review

Frontier Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2015, closing a stake of 10,245 shares — an estimated $238K sold.

Frontier Wealth Management first reported a position in CXP in Q1 2015 and held it in 3 quarters. The position peaked at $281K in Q1 2015. 223 funds tracked by Wall St. Rank hold CXP as of Q4 2015.

  • Frontier Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 10,245 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2015, an estimated $238K.
  • Frontier Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q1 2015 and held it in 3 quarters.
  • Frontier Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $281K in Q1 2015.
  • 223 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2015.

Based on Frontier Wealth Management's 13F filing for Q4 2015, filed 12 Feb 2016.