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

WFG 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
2017 Q2	$13K	Hold	597	–	–	﹤0.01%	1074
2017 Q1	$13K	Hold	597	–	–	﹤0.01%	1013
2016 Q4	$13K	Buy	+597	New	+$12.7K	﹤0.01%	1050
2015 Q1	–	Sell	-5,803	Closed	-$147K	–	2134
2014 Q4	$147K	Buy	5,803 +9	+0.2%	+$226	0.03%	534
2014 Q3	$138K	Buy	5,794 +9	+0.2%	+$228	0.03%	550
2014 Q2	$150K	Buy	5,785 +287	+5%	+$7.82K	0.03%	527
2014 Q1	$150K	Sell	5,498 -29,278	-84%	-$736K	0.03%	504
2013 Q4	$869K	Buy	+34,776	New	+$806K	0.12%	192

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WFG Advisors's CXP Position: Q2 2017 in Review

WFG Advisors held its COLUMBIA PROPERTY TRUST, INC. (CXP) position steady in Q2 2017 at 597 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

WFG Advisors first reported a position in CXP in Q4 2013 and has held it in 8 quarters since. The position peaked at $869K in Q4 2013. 221 funds tracked by Wall St. Rank hold CXP as of Q2 2017.

WFG Advisors held 597 shares of COLUMBIA PROPERTY TRUST, INC. worth $13K as of Q2 2017.
WFG Advisors left its COLUMBIA PROPERTY TRUST, INC. share count unchanged in Q2 2017.
COLUMBIA PROPERTY TRUST, INC. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1074 holding.
WFG Advisors first reported a position in COLUMBIA PROPERTY TRUST, INC. in Q4 2013 and has held it in 8 quarters since.
WFG Advisors's COLUMBIA PROPERTY TRUST, INC. position peaked at $869K in Q4 2013.
221 funds tracked by Wall St. Rank held COLUMBIA PROPERTY TRUST, INC. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.