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Rockefeller Financial Services’s Columbia Sportswear COLM Stock Holding History

Rockefeller Financial Services’s Portfolio COLM Stock Details COLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-134
Closed -$8K – 502
2016
Q1 		$8K Buy
+134
New +$7.36K ﹤0.01% 537

Other funds holding COLM

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Rockefeller Financial Services's COLM Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Columbia Sportswear (COLM) in Q2 2016, closing a stake of 134 shares — an estimated $8K sold.

Rockefeller Financial Services first reported a position in COLM in Q1 2016 and held it in 1 quarter. The position peaked at $8K in Q1 2016. 180 funds tracked by Wall St. Rank hold COLM as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Columbia Sportswear position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 134 Columbia Sportswear shares in Q2 2016, an estimated $8K.
  • Rockefeller Financial Services first reported a position in Columbia Sportswear in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Columbia Sportswear position peaked at $8K in Q1 2016.
  • 180 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.