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Steward Partners Investment Advisory’s Columbia Financial CLBK Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-1
Closed – – 991
2018
Q3 		$0 Buy
+1
New +$17 ﹤0.01% 2599

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Steward Partners Investment Advisory's CLBK Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Columbia Financial (CLBK) in Q4 2018, closing a stake of 1 share.

Steward Partners Investment Advisory first reported a position in CLBK in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 81 funds tracked by Wall St. Rank hold CLBK as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Columbia Financial position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1 Columbia Financial share in Q4 2018.
  • Steward Partners Investment Advisory first reported a position in Columbia Financial in Q3 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Columbia Financial position peaked at $0 in Q3 2018.
  • 81 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.