MWAC
CXP
Mariner Wealth Advisors (Cincinnati)’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-40,177
| Closed | -$959K | – | 185 |
|
|
2014
Q3 | $959K | Hold |
40,177
| – | – | 0.15% | 69 |
|
|
2014
Q2 | $1.05M | Hold |
40,177
| – | – | 0.16% | 64 |
|
|
2014
Q1 | $1.1M | Hold |
40,177
| – | – | 0.18% | 62 |
|
|
2013
Q4 | $1M | Buy |
+40,177
| New | +$1M | 0.17% | 66 |
|