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

Legacy 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
2019
Q2 		– Sell
-256
Closed -$8K – 282
2019
Q1 		$8K Buy
+256
New +$9.3K ﹤0.01% 660

Other funds holding COLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Legacy Financial Advisors's COLB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Columbia Banking Systems (COLB) in Q2 2019, closing a stake of 256 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in COLB in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 201 funds tracked by Wall St. Rank hold COLB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Columbia Banking Systems position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 256 Columbia Banking Systems shares in Q2 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in Columbia Banking Systems in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Columbia Banking Systems position peaked at $8K in Q1 2019.
  • 201 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.