Patriot Financial Group Insurance Agency’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q1	–	Sell	-4,050	Closed	-$78K	–	1342
2018 Q4	$78K	Sell	4,050 -4,317	-52%	-$92.5K	0.05%	250
2018 Q3	$198K	Buy	8,367 +7,758	+1,274%	+$180K	0.12%	121
2018 Q2	$14K	Hold	609	–	–	0.02%	354
2018 Q1	$12K	Hold	609	–	–	0.01%	574
2017 Q4	$13K	Sell	609 -2,029	-77%	-$45K	0.01%	548
2017 Q3	$56K	Hold	2,638	–	–	0.05%	241
2017 Q2	$58K	Buy	2,638 +2,029	+333%	+$45.1K	0.06%	221
2017 Q1	$14K	Hold	609	–	–	0.01%	437
2016 Q4	$13K	Buy	+609	New	+$13K	0.02%	432

Other funds holding CXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CXP Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q1 2019, closing a stake of 4,050 shares — an estimated $78K sold.

Patriot Financial Group Insurance Agency first reported a position in CXP in Q4 2016 and held it in 9 quarters. The position peaked at $198K in Q3 2018. 228 funds tracked by Wall St. Rank hold CXP as of Q1 2019.

Patriot Financial Group Insurance Agency reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q1 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,050 COLUMBIA PROPERTY TRUST, INC. shares in Q1 2019, an estimated $78K.
Patriot Financial Group Insurance Agency first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2016 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's COLUMBIA PROPERTY TRUST, INC. position peaked at $198K in Q3 2018.
228 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.