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Evercore Wealth Management’s Columbia Sportswear COLM Stock Holding History

Evercore 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
2018
Q1 		– Sell
-500
Closed -$36K – 434
2017
Q4 		$36K Buy
+500
New +$32.8K ﹤0.01% 627

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's COLM Position: Q1 2018 in Review

Evercore Wealth Management sold out of Columbia Sportswear (COLM) in Q1 2018, closing a stake of 500 shares — an estimated $36K sold.

Evercore Wealth Management first reported a position in COLM in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 226 funds tracked by Wall St. Rank hold COLM as of Q1 2018.

  • Evercore Wealth Management reported no remaining Columbia Sportswear position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 500 Columbia Sportswear shares in Q1 2018, an estimated $36K.
  • Evercore Wealth Management first reported a position in Columbia Sportswear in Q4 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Columbia Sportswear position peaked at $36K in Q4 2017.
  • 226 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.