LFG
CXP

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

LifePlan Financial Group’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
Q2 		– Sell
-168
Closed -$5K – 241
2014
Q1 		$5K Hold
168
– – ﹤0.01% 211
2013
Q4 		$4K Buy
+168
New +$3.89K ﹤0.01% 204

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LifePlan Financial Group's CXP Position: Q2 2014 in Review

LifePlan Financial Group sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q2 2014, closing a stake of 168 shares — an estimated $5K sold.

LifePlan Financial Group first reported a position in CXP in Q4 2013 and held it in 2 quarters. The position peaked at $5K in Q1 2014. 187 funds tracked by Wall St. Rank hold CXP as of Q2 2014.

  • LifePlan Financial Group reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 168 COLUMBIA PROPERTY TRUST, INC. shares in Q2 2014, an estimated $5K.
  • LifePlan Financial Group first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 2 quarters.
  • LifePlan Financial Group's COLUMBIA PROPERTY TRUST, INC. position peaked at $5K in Q1 2014.
  • 187 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.