Wealthcare Advisory Partners’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-3,489	Closed	-$60K	–	2079
2021 Q1	$60K	Buy	+3,489	New	+$51.6K	﹤0.01%	825
2020 Q2	–	Sell	-3,489	Closed	-$44K	–	1492
2020 Q1	$44K	Sell	3,489 -2,995	-46%	-$56.2K	0.01%	537
2019 Q4	$136K	Hold	6,484	–	–	0.02%	346
2019 Q3	$137K	Sell	6,484 -3,500	-35%	-$74.6K	0.02%	330
2019 Q2	$207K	Sell	9,984 -43	-0.4%	-$954	0.03%	267
2019 Q1	$226K	Sell	10,027 -1,200	-11%	-$25.9K	0.04%	223
2018 Q4	$217K	Sell	11,227 -700	-6%	-$15K	0.04%	200
2018 Q3	$282K	Sell	11,927 -300	-2%	-$6.98K	0.05%	177
2018 Q2	$278K	Sell	12,227 -200	-2%	-$4.33K	0.05%	180
2018 Q1	$254K	Sell	12,427 -2,429	-16%	-$51.7K	0.06%	175
2017 Q4	$341K	Sell	14,856 -1,757	-11%	-$39K	0.09%	129
2017 Q3	$362K	Buy	+16,613	New	+$358K	0.11%	105

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's CXP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of COLUMBIA PROPERTY TRUST, INC. (CXP) in Q2 2021, closing a stake of 3,489 shares — an estimated $60K sold.

Wealthcare Advisory Partners first reported a position in CXP in Q3 2017 and held it in 12 quarters. The position peaked at $362K in Q3 2017. 205 funds tracked by Wall St. Rank hold CXP as of Q2 2021.

Wealthcare Advisory Partners reported no remaining COLUMBIA PROPERTY TRUST, INC. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,489 COLUMBIA PROPERTY TRUST, INC. shares in Q2 2021, an estimated $60K.
Wealthcare Advisory Partners first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's COLUMBIA PROPERTY TRUST, INC. position peaked at $362K in Q3 2017.
205 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.