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Orion Portfolio Solutions’s Columbia Financial CLBK Stock Holding History

Orion Portfolio Solutions’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-912
Closed -$15K – 1950
2019
Q4 		$15K Buy
+912
New +$15.1K ﹤0.01% 857

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Orion Portfolio Solutions's CLBK Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Columbia Financial (CLBK) in Q1 2020, closing a stake of 912 shares — an estimated $15K sold.

Orion Portfolio Solutions first reported a position in CLBK in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 94 funds tracked by Wall St. Rank hold CLBK as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Columbia Financial position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 912 Columbia Financial shares in Q1 2020, an estimated $15K.
  • Orion Portfolio Solutions first reported a position in Columbia Financial in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Columbia Financial position peaked at $15K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.