Prospera Financial Services’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Prospera Financial 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
2020 Q4	–	Sell	-1,300	Closed	-$14K	–	1709
2020 Q3	$14K	Buy	+1,300	New	+$15.5K	0.01%	1019
2017 Q4	–	Sell	-13,388	Closed	-$289K	–	457
2017 Q3	$289K	Hold	13,388	–	–	0.04%	331
2017 Q2	$297K	Hold	13,388	–	–	0.05%	313
2017 Q1	$301K	Sell	13,388 -185	-1%	-$4.13K	0.05%	269
2016 Q4	$298K	Hold	13,573	–	–	0.06%	272
2016 Q3	$304K	Buy	13,573 +2,088	+18%	+$48.7K	0.06%	265
2016 Q2	$246K	Hold	11,485	–	–	0.05%	281
2016 Q1	$253K	Sell	11,485 -194	-2%	-$4.18K	0.06%	250
2015 Q4	$274K	Sell	11,679 -250	-2%	-$6.07K	0.06%	213
2015 Q3	$277K	Sell	11,929 -3,184	-21%	-$74.7K	0.07%	199
2015 Q2	$371K	Hold	15,113	–	–	0.09%	171
2015 Q1	$408K	Buy	15,113 +194	+1%	+$4.96K	0.09%	163
2014 Q4	$378K	Hold	14,919	–	–	0.09%	177
2014 Q3	$356K	Hold	14,919	–	–	0.1%	167
2014 Q2	$388K	Sell	14,919 -1,875	-11%	-$51.1K	0.11%	156
2014 Q1	$458K	Buy	16,794 +6,550	+64%	+$165K	0.14%	108
2013 Q4	$256K	Buy	+10,244	New	+$237K	0.09%	190

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

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

Prospera Financial Services's CXP Position: Q4 2020 in Review

Prospera Financial Services sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2020, closing a stake of 1,300 shares — an estimated $14K sold.

Prospera Financial Services first reported a position in CXP in Q4 2013 and held it in 17 quarters. The position peaked at $458K in Q1 2014. 197 funds tracked by Wall St. Rank hold CXP as of Q4 2020.

Prospera Financial Services reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2020 after selling out during the quarter.
Prospera Financial Services sold 1,300 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2020, an estimated $14K.
Prospera Financial Services first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 17 quarters.
Prospera Financial Services's COLUMBIA PROPERTY TRUST, INC. position peaked at $458K in Q1 2014.
197 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.