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Avantax Planning Partners’s Columbia Banking Systems COLB Stock Holding History

Avantax Planning Partners’s Portfolio COLB Stock Details COLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$4K – 457
2018
Q3 		$4K Buy
+100
New +$4.15K ﹤0.01% 1150
2018
Q2 		– Sell
-377
Closed -$16K – 474
2018
Q1 		$16K Buy
+377
New +$16.4K ﹤0.01% 859

Other funds holding COLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Avantax Planning Partners's COLB Position: Q4 2018 in Review

Avantax Planning Partners sold out of Columbia Banking Systems (COLB) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in COLB in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 222 funds tracked by Wall St. Rank hold COLB as of Q4 2018.

  • Avantax Planning Partners reported no remaining Columbia Banking Systems position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Columbia Banking Systems shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Columbia Banking Systems in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Columbia Banking Systems position peaked at $16K in Q1 2018.
  • 222 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.