CWAM
Columbia Wanger Asset Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-520,363
| Closed | -$23.4M | – | 217 |
|
|
2017
Q3 | $23.4M | Sell |
520,363
-4,803
| -0.9% | -$216K | 0.35% | 119 |
|
|
2017
Q2 | $19.7M | Hold |
525,166
| – | – | 0.28% | 144 |
|
|
2017
Q1 | $18.2M | Sell |
525,166
-626,307
| -54% | -$21.7M | 0.26% | 156 |
|
|
2016
Q4 | $42M | Buy |
1,151,473
+220,157
| +24% | +$8.04M | 0.59% | 67 |
|
|
2016
Q3 | $32.8M | Buy |
931,316
+114,440
| +14% | +$4.04M | 0.43% | 106 |
|
|
2016
Q2 | $28.9M | Buy |
+816,876
| New | +$28.9M | 0.34% | 127 |
|