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Stratos Wealth Partners’s Columbia Sportswear COLM Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-17
Closed -$2K – 1109
2018
Q3 		$2K Buy
+17
New +$1.54K ﹤0.01% 2671

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Invesco
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BlackRock
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's COLM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Columbia Sportswear (COLM) in Q4 2018, closing a stake of 17 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in COLM in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 262 funds tracked by Wall St. Rank hold COLM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Columbia Sportswear position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 17 Columbia Sportswear shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in Columbia Sportswear in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Columbia Sportswear position peaked at $2K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.