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Clarus Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Clarus Wealth Advisors’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
Q3 		– Sell
-150
Closed -$6K – 716
2018
Q2 		$6K Buy
+150
New +$6.41K ﹤0.01% 589

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clarus Wealth Advisors's COLB Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q3 2018, closing a stake of 150 shares — an estimated $6K sold.

Clarus Wealth Advisors first reported a position in COLB in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 226 funds tracked by Wall St. Rank hold COLB as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Columbia Banking Systems position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 150 Columbia Banking Systems shares in Q3 2018, an estimated $6K.
  • Clarus Wealth Advisors first reported a position in Columbia Banking Systems in Q2 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's Columbia Banking Systems position peaked at $6K in Q2 2018.
  • 226 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.