CA
STK

Claro Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-1,415
Closed -$30K – 827
2018
Q4 		$30K Buy
+1,415
New +$26.8K 0.02% 454

Other funds holding STK

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Claro Advisors's STK Position: Q1 2019 in Review

Claro Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2019, closing a stake of 1,415 shares — an estimated $30K sold.

Claro Advisors first reported a position in STK in Q4 2018 and held it in 1 quarter. The position peaked at $30K in Q4 2018. 36 funds tracked by Wall St. Rank hold STK as of Q1 2019.

  • Claro Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,415 Columbia Seligman Premium Technology Growth Fund shares in Q1 2019, an estimated $30K.
  • Claro Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $30K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.