DA
STK

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

Doliver 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
2020
Q4 		– Sell
-18,251
Closed -$400K – 166
2020
Q3 		$400K Buy
+18,251
New +$408K 0.2% 88
2018
Q4 		– Sell
-32,476
Closed -$694K – 210
2018
Q3 		$694K Buy
32,476
+19,381
+148% +$420K 0.29% 47
2018
Q2 		$282K Sell
13,095
-6,797
-34% -$151K 0.12% 130
2018
Q1 		$437K Buy
+19,892
New +$449K 0.19% 91
2017
Q4 		– Sell
-45,906
Closed -$1.03M – 331
2017
Q3 		$1.03M Buy
45,906
+32,076
+232% +$710K 0.46% 43
2017
Q2 		$298K Buy
+13,830
New +$305K 0.14% 148
2016
Q3 		– Sell
-107,932
Closed -$1.79M – 248
2016
Q2 		$1.79M Buy
107,932
+79,023
+273% +$1.33M 1.52% 13
2016
Q1 		$520K Buy
+28,909
New +$478K 0.46% 70
2015
Q3 		– Sell
-13,430
Closed -$251K – 269
2015
Q2 		$251K Buy
+13,430
New +$259K 0.17% 191
2013
Q4 		– Sell
-13,726
Closed -$195K – 329
2013
Q3 		$195K Buy
13,726
+2,620
+24% +$38.2K 0.12% 294
2013
Q2 		$160K Buy
+11,106
New +$164K 0.09% 308

Other funds holding STK

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Doliver Advisors's STK Position: Q4 2020 in Review

Doliver Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2020, closing a stake of 18,251 shares — an estimated $400K sold.

Doliver Advisors first reported a position in STK in Q2 2013 and held it in 11 quarters. The position peaked at $1.79M in Q2 2016. 47 funds tracked by Wall St. Rank hold STK as of Q4 2020.

  • Doliver Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2020 after selling out during the quarter.
  • Doliver Advisors sold 18,251 Columbia Seligman Premium Technology Growth Fund shares in Q4 2020, an estimated $400K.
  • Doliver Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2013 and held it in 11 quarters.
  • Doliver Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $1.79M in Q2 2016.
  • 47 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2020.

Based on Doliver Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.