OPS
CXP

Orion Portfolio Solutions’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-840
Closed -$11K – 2297
2020
Q2 		$11K Sell
840
-178
-17% -$2.34K ﹤0.01% 1193
2020
Q1 		$13K Buy
1,018
+131
+15% +$2.46K ﹤0.01% 985
2019
Q4 		$19K Buy
+887
New +$18.2K ﹤0.01% 792

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's CXP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q3 2020, closing a stake of 840 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in CXP in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 207 funds tracked by Wall St. Rank hold CXP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 840 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's COLUMBIA PROPERTY TRUST, INC. position peaked at $19K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.