NCM
STK

Newgate Capital Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Newgate Capital Management’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-173,085
Closed -$2.46M – 128
2013
Q3 		$2.46M Buy
173,085
+77,272
+81% +$1.13M 0.43% 78
2013
Q2 		$1.38M Buy
+95,813
New +$1.42M 0.19% 109

Other funds holding STK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Newgate Capital Management's STK Position: Q4 2013 in Review

Newgate Capital Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2013, closing a stake of 173,085 shares — an estimated $2.46M sold.

Newgate Capital Management first reported a position in STK in Q2 2013 and held it in 2 quarters. The position peaked at $2.46M in Q3 2013. 20 funds tracked by Wall St. Rank hold STK as of Q4 2013.

  • Newgate Capital Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2013 after selling out during the quarter.
  • Newgate Capital Management sold 173,085 Columbia Seligman Premium Technology Growth Fund shares in Q4 2013, an estimated $2.46M.
  • Newgate Capital Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2013 and held it in 2 quarters.
  • Newgate Capital Management's Columbia Seligman Premium Technology Growth Fund position peaked at $2.46M in Q3 2013.
  • 20 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2013.

Based on Newgate Capital Management's 13F filing for Q4 2013, filed 16 Jan 2014.