YWP
COLM icon

YorkBridge Wealth Partners’s Columbia Sportswear COLM Stock Holding History

YorkBridge Wealth Partners’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
2018
Q3 		– Sell
-266
Closed -$24K – 766
2018
Q2 		$24K Sell
266
-60
-18% -$5.12K 0.01% 487
2018
Q1 		$26K Buy
326
+47
+17% +$3.54K 0.01% 458
2017
Q4 		$20K Sell
279
-8
-3% -$525 0.01% 510
2017
Q3 		$18K Buy
287
+4
+1% +$232 0.01% 548
2017
Q2 		$16K Hold
283
– – 0.01% 562
2017
Q1 		$16K Buy
283
+127
+81% +$7.13K 0.01% 555
2016
Q4 		$9K Buy
+156
New +$9.16K 0.01% 607

Other funds holding COLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

YorkBridge Wealth Partners's COLM Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Columbia Sportswear (COLM) in Q3 2018, closing a stake of 266 shares — an estimated $24K sold.

YorkBridge Wealth Partners first reported a position in COLM in Q4 2016 and held it in 7 quarters. The position peaked at $26K in Q1 2018. 246 funds tracked by Wall St. Rank hold COLM as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Columbia Sportswear position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 266 Columbia Sportswear shares in Q3 2018, an estimated $24K.
  • YorkBridge Wealth Partners first reported a position in Columbia Sportswear in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Columbia Sportswear position peaked at $26K in Q1 2018.
  • 246 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.