IBEX Wealth Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

IBEX Wealth Advisors’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 Q3	–	Sell	-325	Closed	-$6K	–	425
2019 Q2	$6K	Buy	+325	New	+$7.21K	﹤0.01%	350
2017 Q1	–	Sell	-1,612	Closed	-$35K	–	422
2016 Q4	$35K	Buy	+1,612	New	+$34.4K	0.02%	190

Other funds holding CXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

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

IBEX Wealth Advisors's CXP Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q3 2019, closing a stake of 325 shares — an estimated $6K sold.

IBEX Wealth Advisors first reported a position in CXP in Q4 2016 and held it in 2 quarters. The position peaked at $35K in Q4 2016. 223 funds tracked by Wall St. Rank hold CXP as of Q3 2019.

IBEX Wealth Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 325 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2019, an estimated $6K.
IBEX Wealth Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $35K in Q4 2016.
223 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.