UCFA
CXP

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

United Capital 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
Q2 		– Sell
-12,588
Closed -$157K – 1272
2020
Q1 		$157K Hold
12,588
– – ﹤0.01% 1097
2019
Q4 		$263K Buy
12,588
+189
+2% +$3.88K ﹤0.01% 1191
2019
Q3 		$262K Sell
12,399
-2,010
-14% -$42.9K ﹤0.01% 1117
2019
Q2 		$299K Sell
14,409
-2,655
-16% -$58.9K ﹤0.01% 1215
2019
Q1 		$384K Sell
17,064
-86
-0.5% -$1.86K ﹤0.01% 1054
2018
Q4 		$332K Buy
17,150
+677
+4% +$14.5K ﹤0.01% 1034
2018
Q3 		$389K Sell
16,473
-527
-3% -$12.3K ﹤0.01% 1024
2018
Q2 		$386K Sell
17,000
-1,236
-7% -$26.8K ﹤0.01% 1009
2018
Q1 		$373K Sell
18,236
-906
-5% -$19.3K ﹤0.01% 1028
2017
Q4 		$439K Sell
19,142
-5,933
-24% -$132K ﹤0.01% 998
2017
Q3 		$546K Buy
25,075
+5,651
+29% +$122K ﹤0.01% 929
2017
Q2 		$435K Sell
19,424
-1,485
-7% -$33K ﹤0.01% 965
2017
Q1 		$465K Sell
20,909
-2,569
-11% -$57.3K ﹤0.01% 927
2016
Q4 		$507K Sell
23,478
-15,619
-40% -$333K ﹤0.01% 933
2016
Q3 		$875K Buy
39,097
+2,674
+7% +$62.3K 0.01% 809
2016
Q2 		$765K Buy
36,423
+12,863
+55% +$278K 0.01% 811
2016
Q1 		$518K Buy
23,560
+6,274
+36% +$135K 0.01% 868
2015
Q4 		$406K Sell
17,286
-248
-1% -$6.03K ﹤0.01% 935
2015
Q3 		$407K Buy
+17,534
New +$411K ﹤0.01% 960
2014
Q1 		– Sell
-33,048
Closed -$826K – 948
2013
Q4 		$826K Buy
+33,048
New +$766K 0.03% 359

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

United Capital Financial Advisors's CXP Position: Q2 2020 in Review

United Capital Financial Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q2 2020, closing a stake of 12,588 shares — an estimated $157K sold.

United Capital Financial Advisors first reported a position in CXP in Q4 2013 and held it in 20 quarters. The position peaked at $875K in Q3 2016. 221 funds tracked by Wall St. Rank hold CXP as of Q2 2020.

  • United Capital Financial Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,588 COLUMBIA PROPERTY TRUST, INC. shares in Q2 2020, an estimated $157K.
  • United Capital Financial Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and held it in 20 quarters.
  • United Capital Financial Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $875K in Q3 2016.
  • 221 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.