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First Trust Direct Indexing’s Columbia Banking Systems COLB Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-2,796
Closed -$100K – 514
2020
Q4 		$100K Buy
+2,796
New +$86.7K 0.03% 497

Other funds holding COLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Direct Indexing's COLB Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Columbia Banking Systems (COLB) in Q1 2021, closing a stake of 2,796 shares — an estimated $100K sold.

First Trust Direct Indexing first reported a position in COLB in Q4 2020 and held it in 1 quarter. The position peaked at $100K in Q4 2020. 218 funds tracked by Wall St. Rank hold COLB as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Columbia Banking Systems position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,796 Columbia Banking Systems shares in Q1 2021, an estimated $100K.
  • First Trust Direct Indexing first reported a position in Columbia Banking Systems in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Columbia Banking Systems position peaked at $100K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.