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Kore Private Wealth’s Columbia Financial CLBK Stock Holding History

Kore Private Wealth’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,803
Closed -$122K – 422
2020
Q2 		$122K Hold
8,803
– – 0.02% 310
2020
Q1 		$127K Hold
8,803
– – 0.03% 270
2019
Q4 		$149K Buy
+8,803
New +$145K 0.03% 295
2019
Q2 		– Sell
-8,803
Closed -$138K – 332
2019
Q1 		$138K Hold
8,803
– – 0.03% 249
2018
Q4 		$135K Buy
+8,803
New +$138K 0.04% 254

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Kore Private Wealth's CLBK Position: Q3 2020 in Review

Kore Private Wealth sold out of Columbia Financial (CLBK) in Q3 2020, closing a stake of 8,803 shares — an estimated $122K sold.

Kore Private Wealth first reported a position in CLBK in Q4 2018 and held it in 5 quarters. The position peaked at $149K in Q4 2019. 108 funds tracked by Wall St. Rank hold CLBK as of Q3 2020.

  • Kore Private Wealth reported no remaining Columbia Financial position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 8,803 Columbia Financial shares in Q3 2020, an estimated $122K.
  • Kore Private Wealth first reported a position in Columbia Financial in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Columbia Financial position peaked at $149K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.