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JOYN Advisors’s Columbia Banking Systems COLB Stock Holding History

JOYN 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
2019
Q1 		– Sell
-335
Closed -$12K – 373
2018
Q4 		$12K Buy
+335
New +$12.5K ﹤0.01% 885

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JOYN Advisors's COLB Position: Q1 2019 in Review

JOYN Advisors sold out of Columbia Banking Systems (COLB) in Q1 2019, closing a stake of 335 shares — an estimated $12K sold.

JOYN Advisors first reported a position in COLB in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 212 funds tracked by Wall St. Rank hold COLB as of Q1 2019.

  • JOYN Advisors reported no remaining Columbia Banking Systems position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 335 Columbia Banking Systems shares in Q1 2019, an estimated $12K.
  • JOYN Advisors first reported a position in Columbia Banking Systems in Q4 2018 and held it in 1 quarter.
  • JOYN Advisors's Columbia Banking Systems position peaked at $12K in Q4 2018.
  • 212 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.