GSWM
CXP

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

Golden State 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
2020
Q1 		– Sell
-41,215
Closed -$862K – 1020
2019
Q4 		$862K Buy
+41,215
New +$845K 0.16% 29

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Golden State Wealth Management's CXP Position: Q1 2020 in Review

Golden State Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q1 2020, closing a stake of 41,215 shares — an estimated $862K sold.

Golden State Wealth Management first reported a position in CXP in Q4 2019 and held it in 1 quarter. The position peaked at $862K in Q4 2019. 222 funds tracked by Wall St. Rank hold CXP as of Q1 2020.

  • Golden State Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q1 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 41,215 COLUMBIA PROPERTY TRUST, INC. shares in Q1 2020, an estimated $862K.
  • Golden State Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2019 and held it in 1 quarter.
  • Golden State Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $862K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q1 2020.

Based on Golden State Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.