IPC
COLB icon

Independent Portfolio Consultants’s Columbia Banking Systems COLB Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$642K Buy
16,119
+15,754
+4,316% +$614K 0.27% 118
2017
Q1 		$14K Buy
+365
New +$14.7K ﹤0.01% 702

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Independent Portfolio Consultants's COLB Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Columbia Banking Systems (COLB) stake by 4,316% in Q2 2017, buying an estimated $614K and bringing the position to 16,119 shares worth $642K. The position accounts for 0.27% of the portfolio, ranked #118.

Independent Portfolio Consultants first reported a position in COLB in Q1 2017 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold COLB as of Q2 2017.

  • Independent Portfolio Consultants held 16,119 shares of Columbia Banking Systems worth $642K as of Q2 2017.
  • Independent Portfolio Consultants bought 15,754 Columbia Banking Systems shares in Q2 2017, an estimated $614K.
  • Columbia Banking Systems made up 0.27% of Independent Portfolio Consultants's portfolio in Q2 2017, its #118 holding.
  • Independent Portfolio Consultants first reported a position in Columbia Banking Systems in Q1 2017 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.