CFN
STK

Cordasco Financial Network’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Cordasco Financial Network’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
2015
Q1 		– Sell
-250
Closed -$5K – 308
2014
Q4 		$5K Hold
250
– – ﹤0.01% 259
2014
Q3 		$4K Hold
250
– – ﹤0.01% 269
2014
Q2 		$4K Hold
250
– – ﹤0.01% 266
2014
Q1 		$4K Hold
250
– – ﹤0.01% 259
2013
Q4 		$4K Buy
+250
New +$3.62K ﹤0.01% 247

Other funds holding STK

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Cordasco Financial Network's STK Position: Q1 2015 in Review

Cordasco Financial Network sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2015, closing a stake of 250 shares — an estimated $5K sold.

Cordasco Financial Network first reported a position in STK in Q4 2013 and held it in 5 quarters. The position peaked at $5K in Q4 2014. 18 funds tracked by Wall St. Rank hold STK as of Q1 2015.

  • Cordasco Financial Network reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2015 after selling out during the quarter.
  • Cordasco Financial Network sold 250 Columbia Seligman Premium Technology Growth Fund shares in Q1 2015, an estimated $5K.
  • Cordasco Financial Network first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2013 and held it in 5 quarters.
  • Cordasco Financial Network's Columbia Seligman Premium Technology Growth Fund position peaked at $5K in Q4 2014.
  • 18 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2015.

Based on Cordasco Financial Network's 13F filing for Q1 2015, filed 8 May 2015.