CA
STK

Calton & Associates’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Calton & Associates’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,288
Closed -$190K – 1157
2017
Q4 		$190K Buy
+8,288
New +$190K 0.05% 352

Other funds holding STK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Calton & Associates's STK Position: Q1 2018 in Review

Calton & Associates sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2018, closing a stake of 8,288 shares — an estimated $190K sold.

Calton & Associates first reported a position in STK in Q4 2017 and held it in 1 quarter. The position peaked at $190K in Q4 2017. 35 funds tracked by Wall St. Rank hold STK as of Q1 2018.

  • Calton & Associates reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 8,288 Columbia Seligman Premium Technology Growth Fund shares in Q1 2018, an estimated $190K.
  • Calton & Associates first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Columbia Seligman Premium Technology Growth Fund position peaked at $190K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.