PWP
STK

Principle Wealth Partners’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-1,100
Closed -$24K – 391
2020
Q2 		$24K Buy
+1,100
New +$22.7K 0.01% 340

Other funds holding STK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principle Wealth Partners's STK Position: Q3 2020 in Review

Principle Wealth Partners sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2020, closing a stake of 1,100 shares — an estimated $24K sold.

Principle Wealth Partners first reported a position in STK in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 41 funds tracked by Wall St. Rank hold STK as of Q3 2020.

  • Principle Wealth Partners reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,100 Columbia Seligman Premium Technology Growth Fund shares in Q3 2020, an estimated $24K.
  • Principle Wealth Partners first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Columbia Seligman Premium Technology Growth Fund position peaked at $24K in Q2 2020.
  • 41 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.