PWM
CXP

Perigon Wealth Management’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Perigon Wealth Management’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
2017
Q2 		– Sell
-596
Closed -$13K – 636
2017
Q1 		$13K Hold
596
– – ﹤0.01% 509
2016
Q4 		$14K Buy
+596
New +$12.7K ﹤0.01% 520

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perigon Wealth Management's CXP Position: Q2 2017 in Review

Perigon Wealth Management sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q2 2017, closing a stake of 596 shares — an estimated $13K sold.

Perigon Wealth Management first reported a position in CXP in Q4 2016 and held it in 2 quarters. The position peaked at $14K in Q4 2016. 221 funds tracked by Wall St. Rank hold CXP as of Q2 2017.

  • Perigon Wealth Management reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q2 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 596 COLUMBIA PROPERTY TRUST, INC. shares in Q2 2017, an estimated $13K.
  • Perigon Wealth Management first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2016 and held it in 2 quarters.
  • Perigon Wealth Management's COLUMBIA PROPERTY TRUST, INC. position peaked at $14K in Q4 2016.
  • 221 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2017.

Based on Perigon Wealth Management's 13F filing for Q2 2017, filed 12 Sep 2017.