Winslow Evans & Crocker’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Winslow Evans & Crocker’s Portfolio STK Stock Details STK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$25K	Sell	910 -90	-9%	-$2.2K	﹤0.01%	744
2020 Q3	$22K	Hold	1,000	–	–	0.01%	608
2020 Q2	$22K	Buy	1,000 +100	+11%	+$2.06K	0.01%	602
2020 Q1	$16K	Buy	900 +100	+13%	+$2.21K	0.01%	620
2019 Q4	$20K	Hold	800	–	–	0.01%	668
2019 Q3	$18K	Buy	800 +450	+129%	+$9.42K	0.01%	677
2019 Q2	$8K	Buy	350 +150	+75%	+$3.11K	﹤0.01%	893
2019 Q1	$6K	Buy	+200	New	+$3.87K	﹤0.01%	960
2018 Q3	–	Sell	-1,452	Closed	-$32K	–	1135
2018 Q2	$32K	Hold	1,452	–	–	0.01%	587
2018 Q1	$31.9K	Sell	1,452 -1,548	-52%	-$34.9K	0.01%	570
2017 Q4	$66.8K	Hold	3,000	–	–	0.02%	436
2017 Q3	$67K	Buy	+3,000	New	+$66.5K	0.02%	424
2016 Q2	–	Sell	-800	Closed	-$14.4K	–	1308
2016 Q1	$14.4K	Hold	800	–	–	﹤0.01%	788
2015 Q4	$14.3K	Hold	800	–	–	﹤0.01%	825
2015 Q3	$13.1K	Hold	800	–	–	﹤0.01%	830
2015 Q2	$14.9K	Buy	+800	New	+$15.4K	﹤0.01%	829

Other funds holding STK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's STK Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 9% in Q4 2020, selling an estimated $2.2K and leaving 910 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Winslow Evans & Crocker first reported a position in STK in Q2 2015 and has held it in 16 quarters since. The position peaked at $67K in Q3 2017. 47 funds tracked by Wall St. Rank hold STK as of Q4 2020.

Winslow Evans & Crocker held 910 shares of Columbia Seligman Premium Technology Growth Fund worth $25K as of Q4 2020.
Winslow Evans & Crocker sold 90 Columbia Seligman Premium Technology Growth Fund shares in Q4 2020, an estimated $2.2K.
Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #744 holding.
Winslow Evans & Crocker first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2015 and has held it in 16 quarters since.
Winslow Evans & Crocker's Columbia Seligman Premium Technology Growth Fund position peaked at $67K in Q3 2017.
47 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.