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Dynamic Advisor Solutions’s Columbia Banking Systems COLB Stock Holding History

Dynamic Advisor Solutions’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
2020
Q1 		– Sell
-5,147
Closed -$209K – 506
2019
Q4 		$209K Buy
+5,147
New +$200K 0.03% 493
2018
Q4 		– Sell
-5,635
Closed -$218K – 406
2018
Q3 		$218K Buy
5,635
+4
+0.1% +$166 0.05% 353
2018
Q2 		$230K Buy
5,631
+3
+0.1% +$128 0.05% 349
2018
Q1 		$236K Buy
+5,628
New +$244K 0.06% 300

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dynamic Advisor Solutions's COLB Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of Columbia Banking Systems (COLB) in Q1 2020, closing a stake of 5,147 shares — an estimated $209K sold.

Dynamic Advisor Solutions first reported a position in COLB in Q1 2018 and held it in 4 quarters. The position peaked at $236K in Q1 2018. 199 funds tracked by Wall St. Rank hold COLB as of Q1 2020.

  • Dynamic Advisor Solutions reported no remaining Columbia Banking Systems position as of Q1 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,147 Columbia Banking Systems shares in Q1 2020, an estimated $209K.
  • Dynamic Advisor Solutions first reported a position in Columbia Banking Systems in Q1 2018 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Columbia Banking Systems position peaked at $236K in Q1 2018.
  • 199 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.