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UBS’s Columbia Sportswear COLM Stock Holding History

UBS’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
2014
Q3 		$943K Buy
26,370
+21,018
+393% +$815K ﹤0.01% 3648
2014
Q2 		$222K Sell
5,352
-4,394
-45% -$183K ﹤0.01% 5044
2014
Q1 		$402K Buy
9,746
+2,902
+42% +$116K ﹤0.01% 4479
2013
Q4 		$270K Buy
6,844
+2,794
+69% +$94.1K ﹤0.01% 4969
2013
Q3 		$122K Sell
4,050
-164
-4% -$5K ﹤0.01% 5788
2013
Q2 		$132K Buy
+4,214
New +$126K ﹤0.01% 5555

Other funds holding COLM

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's COLM Position: Q3 2014 in Review

UBS increased its Columbia Sportswear (COLM) stake by 393% in Q3 2014, buying an estimated $815K and bringing the position to 26,370 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

UBS first reported a position in COLM in Q2 2013 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold COLM as of Q3 2014.

  • UBS held 26,370 shares of Columbia Sportswear worth $943K as of Q3 2014.
  • UBS bought 21,018 Columbia Sportswear shares in Q3 2014, an estimated $815K.
  • Columbia Sportswear made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3648 holding.
  • UBS first reported a position in Columbia Sportswear in Q2 2013 and has held it in 6 quarters since.
  • 156 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.