OFW
STK

Omnia Family Wealth’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Omnia Family Wealth’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
2017
Q1 		– Sell
-500
Closed -$9K – 768
2016
Q4 		$9K Buy
+500
New +$9.12K ﹤0.01% 306

Other funds holding STK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Omnia Family Wealth's STK Position: Q1 2017 in Review

Omnia Family Wealth sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2017, closing a stake of 500 shares — an estimated $9K sold.

Omnia Family Wealth first reported a position in STK in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 24 funds tracked by Wall St. Rank hold STK as of Q1 2017.

  • Omnia Family Wealth reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 500 Columbia Seligman Premium Technology Growth Fund shares in Q1 2017, an estimated $9K.
  • Omnia Family Wealth first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2016 and held it in 1 quarter.
  • Omnia Family Wealth's Columbia Seligman Premium Technology Growth Fund position peaked at $9K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.