Cypress Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

Cypress Wealth Advisors’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,834	Closed	-$225K	–	109
2017 Q1	$225K	Hold	3,834	–	–	0.1%	185
2016 Q4	$224K	Hold	3,834	–	–	0.1%	178
2016 Q3	$218K	Hold	3,834	–	–	0.1%	177
2016 Q2	$221K	Hold	3,834	–	–	0.11%	158
2016 Q1	$230K	Buy	+3,834	New	+$211K	0.11%	163
2015 Q4	–	Sell	-3,834	Closed	-$225K	–	191
2015 Q3	$225K	Hold	3,834	–	–	0.12%	157
2015 Q2	$232K	Buy	+3,834	New	+$227K	0.14%	127

Other funds holding COLM

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cypress Wealth Advisors's COLM Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Columbia Sportswear (COLM) in Q2 2017, closing a stake of 3,834 shares — an estimated $225K sold.

Cypress Wealth Advisors first reported a position in COLM in Q2 2015 and held it in 7 quarters. The position peaked at $232K in Q2 2015. 168 funds tracked by Wall St. Rank hold COLM as of Q2 2017.

Cypress Wealth Advisors reported no remaining Columbia Sportswear position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 3,834 Columbia Sportswear shares in Q2 2017, an estimated $225K.
Cypress Wealth Advisors first reported a position in Columbia Sportswear in Q2 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Columbia Sportswear position peaked at $232K in Q2 2015.
168 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.