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Realta Investment Advisors’s Columbia Financial CLBK Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-265
Closed -$4K – 481
2019
Q4 		$4K Hold
265
– – ﹤0.01% 1376
2019
Q3 		$4K Hold
265
– – ﹤0.01% 1366
2019
Q2 		$4K Buy
+265
New +$4.07K ﹤0.01% 1409

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

Realta Investment Advisors's CLBK Position: Q1 2020 in Review

Realta Investment Advisors sold out of Columbia Financial (CLBK) in Q1 2020, closing a stake of 265 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in CLBK in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 94 funds tracked by Wall St. Rank hold CLBK as of Q1 2020.

  • Realta Investment Advisors reported no remaining Columbia Financial position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 265 Columbia Financial shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in Columbia Financial in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Columbia Financial position peaked at $4K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.