OBWP
CXP

O'Brien Wealth Partners’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

O'Brien Wealth Partners’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
Q4 		– Sell
-123
Closed -$3K – 215
2018
Q3 		$3K Hold
123
– – ﹤0.01% 195
2018
Q2 		$3K Hold
123
– – ﹤0.01% 85
2018
Q1 		$3K Buy
+123
New +$2.62K ﹤0.01% 166

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Brien Wealth Partners's CXP Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2018, closing a stake of 123 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in CXP in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 225 funds tracked by Wall St. Rank hold CXP as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 123 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2018, an estimated $3K.
  • O'Brien Wealth Partners first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's COLUMBIA PROPERTY TRUST, INC. position peaked at $3K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.