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Raymond James Trust’s Columbia Financial CLBK Stock Holding History

Raymond James Trust’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
2021
Q1 		– Sell
-11,582
Closed -$180K – 1100
2020
Q4 		$180K Sell
11,582
-2,141
-16% -$29.6K 0.01% 986
2020
Q3 		$152K Sell
13,723
-2,809
-17% -$33.2K 0.01% 917
2020
Q2 		$231K Buy
16,532
+1,426
+9% +$19.9K 0.01% 782
2020
Q1 		$217K Buy
15,106
+339
+2% +$5.42K 0.01% 682
2019
Q4 		$250K Buy
14,767
+310
+2% +$5.12K 0.01% 782
2019
Q3 		$228K Sell
14,457
-140
-1% -$2.15K 0.01% 792
2019
Q2 		$221K Buy
+14,597
New +$224K 0.01% 789

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Raymond James Trust's CLBK Position: Q1 2021 in Review

Raymond James Trust sold out of Columbia Financial (CLBK) in Q1 2021, closing a stake of 11,582 shares — an estimated $180K sold.

Raymond James Trust first reported a position in CLBK in Q2 2019 and held it in 7 quarters. The position peaked at $250K in Q4 2019. 92 funds tracked by Wall St. Rank hold CLBK as of Q1 2021.

  • Raymond James Trust reported no remaining Columbia Financial position as of Q1 2021 after selling out during the quarter.
  • Raymond James Trust sold 11,582 Columbia Financial shares in Q1 2021, an estimated $180K.
  • Raymond James Trust first reported a position in Columbia Financial in Q2 2019 and held it in 7 quarters.
  • Raymond James Trust's Columbia Financial position peaked at $250K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2021.

Based on Raymond James Trust's 13F filing for Q1 2021, filed 3 May 2021.