JFA
COLB icon

JNBA Financial Advisors’s Columbia Banking Systems COLB Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-171
Closed -$6K – 660
2016
Q3 		$6K Buy
+171
New +$5.34K ﹤0.01% 1167

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JNBA Financial Advisors's COLB Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Columbia Banking Systems (COLB) in Q4 2016, closing a stake of 171 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in COLB in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 202 funds tracked by Wall St. Rank hold COLB as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Columbia Banking Systems position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 171 Columbia Banking Systems shares in Q4 2016, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Columbia Banking Systems in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Columbia Banking Systems position peaked at $6K in Q3 2016.
  • 202 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.