Lucus Advisors’s Columbia Sportswear COLM Stock Holding History

Lucus Advisors’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,716	Closed	-$339K	–	211
2017 Q4	$339K	Buy	+4,716	New	+$309K	0.49%	55

Other funds holding COLM

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lucus Advisors's COLM Position: Q1 2018 in Review

Lucus Advisors sold out of Columbia Sportswear (COLM) in Q1 2018, closing a stake of 4,716 shares — an estimated $339K sold.

Lucus Advisors first reported a position in COLM in Q4 2017 and held it in 1 quarter. The position peaked at $339K in Q4 2017. 226 funds tracked by Wall St. Rank hold COLM as of Q1 2018.

Lucus Advisors reported no remaining Columbia Sportswear position as of Q1 2018 after selling out during the quarter.
Lucus Advisors sold 4,716 Columbia Sportswear shares in Q1 2018, an estimated $339K.
Lucus Advisors first reported a position in Columbia Sportswear in Q4 2017 and held it in 1 quarter.
Lucus Advisors's Columbia Sportswear position peaked at $339K in Q4 2017.
226 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.