LWS
CXP

Lucia Wealth Services’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Lucia Wealth 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
2018
Q3 		– Sell
-165
Closed -$4K – 239
2018
Q2 		$4K Buy
+165
New +$3.57K ﹤0.01% 198

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lucia Wealth Services's CXP Position: Q3 2018 in Review

Lucia Wealth Services sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q3 2018, closing a stake of 165 shares — an estimated $4K sold.

Lucia Wealth Services first reported a position in CXP in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 233 funds tracked by Wall St. Rank hold CXP as of Q3 2018.

  • Lucia Wealth Services reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q3 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 165 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2018, an estimated $4K.
  • Lucia Wealth Services first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q2 2018 and held it in 1 quarter.
  • Lucia Wealth Services's COLUMBIA PROPERTY TRUST, INC. position peaked at $4K in Q2 2018.
  • 233 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2018.

Based on Lucia Wealth Services's 13F filing for Q3 2018, filed 14 Nov 2018.