Fusion Family Wealth’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-202	Closed	-$4K	–	256
2018 Q4	$4K	Hold	202	–	–	﹤0.01%	217
2018 Q3	$5K	Hold	202	–	–	﹤0.01%	222
2018 Q2	$5K	Hold	202	–	–	﹤0.01%	242
2018 Q1	$4K	Hold	202	–	–	﹤0.01%	234
2017 Q4	$5K	Buy	+202	New	+$4.48K	﹤0.01%	240

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fusion Family Wealth's CXP Position: Q1 2019 in Review

Fusion Family Wealth sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q1 2019, closing a stake of 202 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in CXP in Q4 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 228 funds tracked by Wall St. Rank hold CXP as of Q1 2019.

Fusion Family Wealth reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 202 COLUMBIA PROPERTY TRUST, INC. shares in Q1 2019, an estimated $4K.
Fusion Family Wealth first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2017 and held it in 5 quarters.
Fusion Family Wealth's COLUMBIA PROPERTY TRUST, INC. position peaked at $5K in Q3 2018.
228 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.