IWA
STK

IBEX Wealth Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-62
Closed -$1K – 352
2019
Q2 		$1K Buy
+62
New +$1.29K ﹤0.01% 415

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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

IBEX Wealth Advisors's STK Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2019, closing a stake of 62 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in STK in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 37 funds tracked by Wall St. Rank hold STK as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 62 Columbia Seligman Premium Technology Growth Fund shares in Q3 2019, an estimated $1K.
  • IBEX Wealth Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $1K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.