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Wealthspire Advisors (Maryland)’s Columbia Banking Systems COLB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-212
Closed -$7K – 772
2019
Q1 		$7K Hold
212
– – ﹤0.01% 1663
2018
Q4 		$8K Buy
212
+11
+5% +$412 ﹤0.01% 1539
2018
Q3 		$8K Buy
201
+40
+25% +$1.66K ﹤0.01% 1596
2018
Q2 		$7K Buy
161
+41
+34% +$1.75K ﹤0.01% 1653
2018
Q1 		$5K Hold
120
– – ﹤0.01% 1799
2017
Q4 		$5K Buy
120
+92
+329% +$4.01K ﹤0.01% 1815
2017
Q3 		$1K Buy
+28
New +$1.08K ﹤0.01% 2073

Other funds holding COLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COLB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Columbia Banking Systems (COLB) in Q2 2019, closing a stake of 212 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in COLB in Q3 2017 and held it in 7 quarters. The position peaked at $8K in Q4 2018. 201 funds tracked by Wall St. Rank hold COLB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Columbia Banking Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 212 Columbia Banking Systems shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Columbia Banking Systems in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Columbia Banking Systems position peaked at $8K in Q4 2018.
  • 201 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.