PMFA
CXP

Plante Moran Financial Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-474
Closed -$12K – 719
2013
Q4 		$12K Buy
+474
New +$11K 0.01% 425

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plante Moran Financial Advisors's CXP Position: Q1 2014 in Review

Plante Moran Financial Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q1 2014, closing a stake of 474 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in CXP in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 165 funds tracked by Wall St. Rank hold CXP as of Q1 2014.

  • Plante Moran Financial Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q1 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 474 COLUMBIA PROPERTY TRUST, INC. shares in Q1 2014, an estimated $12K.
  • Plante Moran Financial Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $12K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q1 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2014, filed 21 Apr 2014.