Pinnacle Wealth Planning Services’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Pinnacle Wealth Planning Services’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
2021 Q1	–	Sell	-8,487	Closed	-$122K	–	2235
2020 Q4	$122K	Buy	+8,487	New	+$108K	0.03%	398
2020 Q1	–	Sell	-9,897	Closed	-$206K	–	272
2019 Q4	$206K	Sell	9,897 -1,580	-14%	-$32.4K	0.1%	212
2019 Q3	$242K	Buy	11,477 +99	+0.9%	+$2.11K	0.13%	149
2019 Q2	$236K	Buy	11,378 +1,312	+13%	+$29.1K	0.14%	142
2019 Q1	$227K	Hold	10,066	–	–	0.15%	134
2018 Q4	$195K	Sell	10,066 -3	-0%	-$64	0.12%	134
2018 Q3	$238K	Hold	10,069	–	–	0.22%	147
2018 Q2	$229K	Hold	10,069	–	–	0.22%	150
2018 Q1	$206K	Sell	10,069 -176	-2%	-$3.75K	0.21%	160
2017 Q4	$235K	Buy	+10,245	New	+$227K	0.48%	48

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's CXP Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q1 2021, closing a stake of 8,487 shares — an estimated $122K sold.

Pinnacle Wealth Planning Services first reported a position in CXP in Q4 2017 and held it in 10 quarters. The position peaked at $242K in Q3 2019. 197 funds tracked by Wall St. Rank hold CXP as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 8,487 COLUMBIA PROPERTY TRUST, INC. shares in Q1 2021, an estimated $122K.
Pinnacle Wealth Planning Services first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2017 and held it in 10 quarters.
Pinnacle Wealth Planning Services's COLUMBIA PROPERTY TRUST, INC. position peaked at $242K in Q3 2019.
197 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.