VFA
CXP

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

Valeo 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
2018
Q4 		– Sell
-100
Closed -$2.14K – 1816
2018
Q3 		$2K Buy
+100
New +$2.33K ﹤0.01% 1546

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's CXP Position: Q4 2018 in Review

Valeo Financial Advisors sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q4 2018, closing a stake of 100 shares — an estimated $2.14K sold.

Valeo Financial Advisors first reported a position in CXP in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 225 funds tracked by Wall St. Rank hold CXP as of Q4 2018.

  • Valeo Financial Advisors reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 COLUMBIA PROPERTY TRUST, INC. shares in Q4 2018, an estimated $2.14K.
  • Valeo Financial Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $2K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.