Valeo Financial Advisors’s Columbia Sportswear COLM Stock Holding History

Valeo Financial Advisors’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
2020 Q1	–	Sell	-689	Closed	-$69K	–	1802
2019 Q4	$69K	Hold	689	–	–	0.01%	542
2019 Q3	$67K	Hold	689	–	–	0.01%	521
2019 Q2	$69K	Hold	689	–	–	0.01%	512
2019 Q1	$72K	Hold	689	–	–	0.01%	481
2018 Q4	$58K	Hold	689	–	–	0.01%	493
2018 Q3	$62K	Hold	689	–	–	0.01%	507
2018 Q2	$62K	Buy	+689	New	+$58.8K	0.01%	503

Other funds holding COLM

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Valeo Financial Advisors's COLM Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Columbia Sportswear (COLM) in Q1 2020, closing a stake of 689 shares — an estimated $69K sold.

Valeo Financial Advisors first reported a position in COLM in Q2 2018 and held it in 7 quarters. The position peaked at $72K in Q1 2019. 253 funds tracked by Wall St. Rank hold COLM as of Q1 2020.

Valeo Financial Advisors reported no remaining Columbia Sportswear position as of Q1 2020 after selling out during the quarter.
Valeo Financial Advisors sold 689 Columbia Sportswear shares in Q1 2020, an estimated $69K.
Valeo Financial Advisors first reported a position in Columbia Sportswear in Q2 2018 and held it in 7 quarters.
Valeo Financial Advisors's Columbia Sportswear position peaked at $72K in Q1 2019.
253 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.