WP
CXP

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

WealthPLAN 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
2016
Q3 		$45.2K Sell
2,083
-2,083
-50% -$48.6K 0.01% 356
2016
Q2 		$44.6K Buy
+4,166
New +$90.1K 0.01% 975
2015
Q4 		$43.5K Buy
+4,947
New +$120K 0.01% 667
2015
Q2 		$38K Hold
1,549
– – 0.02% 202
2015
Q1 		$42K Buy
+1,549
New +$39.6K 0.02% 258

Other funds holding CXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's CXP Position: Q3 2016 in Review

WealthPLAN Partners reduced its COLUMBIA PROPERTY TRUST, INC. (CXP) stake by 50% in Q3 2016, selling an estimated $48.6K and leaving 2,083 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #356.

WealthPLAN Partners first reported a position in CXP in Q1 2015 and has held it in 5 quarters since. 225 funds tracked by Wall St. Rank hold CXP as of Q3 2016.

  • WealthPLAN Partners held 2,083 shares of COLUMBIA PROPERTY TRUST, INC. worth $45.2K as of Q3 2016.
  • WealthPLAN Partners sold 2,083 COLUMBIA PROPERTY TRUST, INC. shares in Q3 2016, an estimated $48.6K.
  • COLUMBIA PROPERTY TRUST, INC. made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #356 holding.
  • WealthPLAN Partners first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q1 2015 and has held it in 5 quarters since.
  • 225 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.