KFS
CXP

KMS Financial Services’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

KMS Financial Services’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
2014
Q3 		$270K Sell
11,305
-2,699
-19% -$68.5K 0.04% 401
2014
Q2 		$364K Sell
14,004
-1,963
-12% -$53.5K 0.05% 343
2014
Q1 		$435K Sell
15,967
-5,046
-24% -$127K 0.07% 289
2013
Q4 		$525K Buy
+21,013
New +$487K 0.09% 253

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KMS Financial Services's CXP Position: Q3 2014 in Review

KMS Financial Services reduced its COLUMBIA PROPERTY TRUST, INC. (CXP) stake by 19% in Q3 2014, selling an estimated $68.5K and leaving 11,305 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #401.

KMS Financial Services first reported a position in CXP in Q4 2013 and has held it in 4 quarters since. The position peaked at $525K in Q4 2013. 183 funds tracked by Wall St. Rank hold CXP as of Q3 2014.

  • KMS Financial Services held 11,305 shares of COLUMBIA PROPERTY TRUST, INC. worth $270K as of Q3 2014.
  • KMS Financial Services sold 2,699 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2014, an estimated $68.5K.
  • COLUMBIA PROPERTY TRUST, INC. made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #401 holding.
  • KMS Financial Services first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's COLUMBIA PROPERTY TRUST, INC. position peaked at $525K in Q4 2013.
  • 183 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.