Veritable’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Veritable’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 Q3	–	Sell	-15,658	Closed	-$206K	–	799
2020 Q2	$206K	Buy	15,658 +614	+4%	+$8.09K	﹤0.01%	713
2020 Q1	$188K	Sell	15,044 -5,831	-28%	-$109K	﹤0.01%	680
2019 Q4	$436K	Buy	20,875 +3,158	+18%	+$64.8K	0.01%	560
2019 Q3	$375K	Sell	17,717 -898	-5%	-$19.2K	0.01%	585
2019 Q2	$386K	Sell	18,615 -2,987	-14%	-$66.2K	0.01%	570
2019 Q1	$486K	Buy	21,602 +473	+2%	+$10.2K	0.01%	505
2018 Q4	$409K	Buy	21,129 +2,416	+13%	+$51.8K	0.01%	513
2018 Q3	$442K	Buy	18,713 +1,390	+8%	+$32.3K	0.01%	528
2018 Q2	$393K	Buy	17,323 +3,443	+25%	+$74.6K	0.01%	560
2018 Q1	$284K	Buy	13,880 +1,021	+8%	+$21.7K	0.01%	647
2017 Q4	$295K	Buy	+12,859	New	+$285K	0.01%	639

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Veritable's CXP Position: Q3 2020 in Review

Veritable sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q3 2020, closing a stake of 15,658 shares — an estimated $206K sold.

Veritable first reported a position in CXP in Q4 2017 and held it in 11 quarters. The position peaked at $486K in Q1 2019. 207 funds tracked by Wall St. Rank hold CXP as of Q3 2020.

Veritable reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q3 2020 after selling out during the quarter.
Veritable sold 15,658 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2020, an estimated $206K.
Veritable first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2017 and held it in 11 quarters.
Veritable's COLUMBIA PROPERTY TRUST, INC. position peaked at $486K in Q1 2019.
207 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2020.

Based on Veritable's 13F filing for Q3 2020, filed 13 Nov 2020.