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Plante Moran Financial Advisors’s Columbia Financial CLBK Stock Holding History

Plante Moran Financial Advisors’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
2019
Q1 		– Sell
-58
Closed -$1K – 796
2018
Q4 		$1K Buy
+58
New +$907 ﹤0.01% 785

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Plante Moran Financial Advisors's CLBK Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of Columbia Financial (CLBK) in Q1 2019, closing a stake of 58 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in CLBK in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 82 funds tracked by Wall St. Rank hold CLBK as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining Columbia Financial position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 58 Columbia Financial shares in Q1 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Columbia Financial in Q4 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Columbia Financial position peaked at $1K in Q4 2018.
  • 82 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.