McCollum Christoferson Group’s Atlantic Union Bankshares AUB Stock Holding History

McCollum Christoferson Group’s Portfolio AUB Stock Details AUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-14,147	Closed	-$527K	–	71
2019 Q3	$527K	Hold	14,147	–	–	0.19%	55
2019 Q2	$500K	Hold	14,147	–	–	0.18%	55
2019 Q1	$457K	Hold	14,147	–	–	0.17%	56
2018 Q4	$399K	Hold	14,147	–	–	0.17%	57
2018 Q3	$545K	Hold	14,147	–	–	0.2%	58
2018 Q2	$550K	Hold	14,147	–	–	0.22%	57
2018 Q1	$519K	Buy	+14,147	New	+$535K	0.22%	58

Other funds holding AUB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McCollum Christoferson Group's AUB Position: Q4 2019 in Review

McCollum Christoferson Group sold out of Atlantic Union Bankshares (AUB) in Q4 2019, closing a stake of 14,147 shares — an estimated $527K sold.

McCollum Christoferson Group first reported a position in AUB in Q1 2018 and held it in 7 quarters. The position peaked at $550K in Q2 2018. 231 funds tracked by Wall St. Rank hold AUB as of Q4 2019.

McCollum Christoferson Group reported no remaining Atlantic Union Bankshares position as of Q4 2019 after selling out during the quarter.
McCollum Christoferson Group sold 14,147 Atlantic Union Bankshares shares in Q4 2019, an estimated $527K.
McCollum Christoferson Group first reported a position in Atlantic Union Bankshares in Q1 2018 and held it in 7 quarters.
McCollum Christoferson Group's Atlantic Union Bankshares position peaked at $550K in Q2 2018.
231 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2019.

Based on McCollum Christoferson Group's 13F filing for Q4 2019, filed 30 Jan 2020.