OIA
CXP

Optimum Investment Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-1,544
Closed -$37K – 1033
2014
Q3 		$37K Hold
1,544
– – 0.01% 528
2014
Q2 		$40K Hold
1,544
– – 0.01% 531
2014
Q1 		$42K Hold
1,544
– – 0.02% 421
2013
Q4 		$39K Buy
+1,544
New +$35.8K 0.01% 425

Other funds holding CXP

SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return

Optimum Investment Advisors's CXP Position: Q4 2014 in Review

Optimum Investment Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2014, closing a stake of 1,544 shares — an estimated $37K sold.

Optimum Investment Advisors first reported a position in CXP in Q4 2013 and held it in 4 quarters. The position peaked at $42K in Q1 2014. 202 funds tracked by Wall St. Rank hold CXP as of Q4 2014.

  • Optimum Investment Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,544 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2014, an estimated $37K.
  • Optimum Investment Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 4 quarters.
  • Optimum Investment Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $42K in Q1 2014.
  • 202 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.