KWA
CXP

KCS Wealth Advisory’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-852
Closed -$18K – 437
2019
Q3 		$18K Buy
+852
New +$18.2K 0.01% 308

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCS Wealth Advisory's CXP Position: Q4 2019 in Review

KCS Wealth Advisory sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2019, closing a stake of 852 shares — an estimated $18K sold.

KCS Wealth Advisory first reported a position in CXP in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 229 funds tracked by Wall St. Rank hold CXP as of Q4 2019.

  • KCS Wealth Advisory reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 852 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2019, an estimated $18K.
  • KCS Wealth Advisory first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's COLUMBIA PROPERTY TRUST, INC. position peaked at $18K in Q3 2019.
  • 229 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.