W
COLB icon

Wealthfront’s Columbia Banking Systems COLB Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-437
Closed -$14K – 429
2015
Q3 		$14K Buy
437
+398
+1,021% +$12.6K ﹤0.01% 849
2015
Q2 		$1K Buy
+39
New +$1.19K ﹤0.01% 1226

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Wealthfront's COLB Position: Q4 2015 in Review

Wealthfront sold out of Columbia Banking Systems (COLB) in Q4 2015, closing a stake of 437 shares — an estimated $14K sold.

Wealthfront first reported a position in COLB in Q2 2015 and held it in 2 quarters. The position peaked at $14K in Q3 2015. 201 funds tracked by Wall St. Rank hold COLB as of Q4 2015.

  • Wealthfront reported no remaining Columbia Banking Systems position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 437 Columbia Banking Systems shares in Q4 2015, an estimated $14K.
  • Wealthfront first reported a position in Columbia Banking Systems in Q2 2015 and held it in 2 quarters.
  • Wealthfront's Columbia Banking Systems position peaked at $14K in Q3 2015.
  • 201 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.