LF
CXP

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

Lee Financial’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
Q2 		– Sell
-1,294
Closed -$29K – 544
2019
Q1 		$29K Hold
1,294
– – 0.01% 225
2018
Q4 		$25K Hold
1,294
– – 0.01% 216
2018
Q3 		$31K Hold
1,294
– – 0.01% 220
2018
Q2 		$29K Hold
1,294
– – 0.01% 307
2018
Q1 		$26K Hold
1,294
– – 0.01% 320
2017
Q4 		$30K Hold
1,294
– – 0.01% 220
2017
Q3 		$28K Hold
1,294
– – 0.01% 217
2017
Q2 		$29K Hold
1,294
– – 0.01% 222
2017
Q1 		$29K Hold
1,294
– – 0.01% 197
2016
Q4 		$28K Buy
+1,294
New +$27.6K 0.02% 208

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
State Street
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lee Financial's CXP Position: Q2 2019 in Review

Lee Financial sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q2 2019, closing a stake of 1,294 shares — an estimated $29K sold.

Lee Financial first reported a position in CXP in Q4 2016 and held it in 10 quarters. The position peaked at $31K in Q3 2018. 225 funds tracked by Wall St. Rank hold CXP as of Q2 2019.

  • Lee Financial reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q2 2019 after selling out during the quarter.
  • Lee Financial sold 1,294 COLUMBIA PROPERTY TRUST, INC. shares in Q2 2019, an estimated $29K.
  • Lee Financial first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2016 and held it in 10 quarters.
  • Lee Financial's COLUMBIA PROPERTY TRUST, INC. position peaked at $31K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2019.

Based on Lee Financial's 13F filing for Q2 2019, filed 30 Jul 2019.