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Elite Wealth Management’s Columbia Sportswear COLM Stock Holding History

Elite 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
2016
Q3 		$46K Buy
+816
New +$46.6K 0.08% 63
2014
Q4 		– Sell
-816
Closed -$29K – 142
2014
Q3 		$29K Buy
816
+104
+15% +$4.03K 0.03% 160
2014
Q2 		$29K Buy
+712
New +$29.7K 0.03% 147

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Elite Wealth Management's COLM Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Columbia Sportswear (COLM) in Q3 2016: 816 shares worth $46K. The stake represents 0.08% of the portfolio and ranks #63 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in COLM as recently as Q3 2014.

Elite Wealth Management first reported a position in COLM in Q2 2014 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold COLM as of Q3 2016.

  • Elite Wealth Management held 816 shares of Columbia Sportswear worth $46K as of Q3 2016.
  • Columbia Sportswear was a new Elite Wealth Management position in Q3 2016.
  • Columbia Sportswear made up 0.08% of Elite Wealth Management's portfolio in Q3 2016, its #63 holding.
  • Elite Wealth Management first reported a position in Columbia Sportswear in Q2 2014 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.