EWM
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Edge Wealth Management’s Columbia Sportswear COLM Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-200
Closed -$12K – 541
2017
Q2 		$12K Buy
+200
New +$11.3K ﹤0.01% 348

Other funds holding COLM

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Wealth Management's COLM Position: Q3 2017 in Review

Edge Wealth Management sold out of Columbia Sportswear (COLM) in Q3 2017, closing a stake of 200 shares — an estimated $12K sold.

Edge Wealth Management first reported a position in COLM in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 169 funds tracked by Wall St. Rank hold COLM as of Q3 2017.

  • Edge Wealth Management reported no remaining Columbia Sportswear position as of Q3 2017 after selling out during the quarter.
  • Edge Wealth Management sold 200 Columbia Sportswear shares in Q3 2017, an estimated $12K.
  • Edge Wealth Management first reported a position in Columbia Sportswear in Q2 2017 and held it in 1 quarter.
  • Edge Wealth Management's Columbia Sportswear position peaked at $12K in Q2 2017.
  • 169 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.