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River Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

River Wealth Advisors’s Portfolio COLB Stock Details COLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-141
Closed -$5K – 211
2018
Q4 		$5K Hold
141
– – ﹤0.01% 466
2018
Q3 		$5K Hold
141
– – ﹤0.01% 495
2018
Q2 		$6K Buy
+141
New +$6.02K ﹤0.01% 485

Other funds holding COLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

River Wealth Advisors's COLB Position: Q1 2019 in Review

River Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q1 2019, closing a stake of 141 shares — an estimated $5K sold.

River Wealth Advisors first reported a position in COLB in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 212 funds tracked by Wall St. Rank hold COLB as of Q1 2019.

  • River Wealth Advisors reported no remaining Columbia Banking Systems position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 141 Columbia Banking Systems shares in Q1 2019, an estimated $5K.
  • River Wealth Advisors first reported a position in Columbia Banking Systems in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Columbia Banking Systems position peaked at $6K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.