RWA
COLB icon

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

Ropes 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
2018
Q1 		– Sell
-407
Closed -$18K – 621
2017
Q4 		$18K Hold
407
– – ﹤0.01% 457
2017
Q3 		$17K Buy
+407
New +$15.7K ﹤0.01% 431

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ropes Wealth Advisors's COLB Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q1 2018, closing a stake of 407 shares — an estimated $18K sold.

Ropes Wealth Advisors first reported a position in COLB in Q3 2017 and held it in 2 quarters. The position peaked at $18K in Q4 2017. 240 funds tracked by Wall St. Rank hold COLB as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Columbia Banking Systems position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 407 Columbia Banking Systems shares in Q1 2018, an estimated $18K.
  • Ropes Wealth Advisors first reported a position in Columbia Banking Systems in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Columbia Banking Systems position peaked at $18K in Q4 2017.
  • 240 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.