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

Transamerica 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
2020 Q4	–	Sell	-17	Closed	-$1K	–	203
2020 Q3	$1K	Sell	17 -7,630	-100%	-$91K	0.02%	185
2020 Q2	$101K	Buy	+7,647	New	+$101K	0.02%	189
2019 Q3	–	Sell	-5,686	Closed	-$118K	–	569
2019 Q2	$118K	Buy	+5,686	New	+$126K	0.03%	215
2016 Q2	–	Sell	-1,062	Closed	-$24K	–	732
2016 Q1	$24K	Sell	1,062 -1,672	-61%	-$36.1K	﹤0.01%	465
2015 Q4	$65K	Hold	2,734	–	–	﹤0.01%	372
2015 Q3	$64K	Sell	2,734 -1,384	-34%	-$32.5K	0.01%	356
2015 Q2	$102K	Sell	4,118 -369	-8%	-$9.74K	0.01%	380
2015 Q1	$122K	Sell	4,487 -2,287	-34%	-$58.5K	0.01%	360
2014 Q4	$172K	Buy	6,774 +893	+15%	+$22.5K	0.01%	281
2014 Q3	$141K	Sell	5,881 -20,045	-77%	-$509K	0.01%	277
2014 Q2	$672K	Buy	25,926 +22,536	+665%	+$614K	0.06%	149
2014 Q1	$93K	Sell	3,390 -546	-14%	-$13.7K	0.01%	304
2013 Q4	$99K	Buy	+3,936	New	+$91.2K	0.01%	277

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

Transamerica Financial Advisors's CXP Position: Q4 2020 in Review

Transamerica Financial Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2020, closing a stake of 17 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in CXP in Q4 2013 and held it in 13 quarters. The position peaked at $672K in Q2 2014. 197 funds tracked by Wall St. Rank hold CXP as of Q4 2020.

Transamerica Financial Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2020 after selling out during the quarter.
Transamerica Financial Advisors sold 17 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2020, an estimated $1K.
Transamerica Financial Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 13 quarters.
Transamerica Financial Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $672K in Q2 2014.
197 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2020.

Based on Transamerica Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.