Financial Architects (New Jersey)’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-250	Closed	-$5K	–	705
2020 Q2	$5K	Hold	250	–	–	﹤0.01%	731
2020 Q1	$4K	Hold	250	–	–	﹤0.01%	736
2019 Q4	$6K	Hold	250	–	–	﹤0.01%	746
2019 Q3	$5K	Hold	250	–	–	﹤0.01%	829
2019 Q2	$5K	Hold	250	–	–	﹤0.01%	1003
2019 Q1	$5K	Hold	250	–	–	﹤0.01%	1229
2018 Q4	$4K	Hold	250	–	–	﹤0.01%	1172
2018 Q3	$5K	Hold	250	–	–	﹤0.01%	1232
2018 Q2	$5K	Hold	250	–	–	﹤0.01%	1117
2018 Q1	$5K	Buy	+250	New	+$5.64K	﹤0.01%	1235

Other funds holding STK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Architects (New Jersey)'s STK Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2020, closing a stake of 250 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in STK in Q1 2018 and held it in 10 quarters. The position peaked at $6K in Q4 2019. 41 funds tracked by Wall St. Rank hold STK as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 250 Columbia Seligman Premium Technology Growth Fund shares in Q3 2020, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2018 and held it in 10 quarters.
Financial Architects (New Jersey)'s Columbia Seligman Premium Technology Growth Fund position peaked at $6K in Q4 2019.
41 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.