COLUMBIA FDS SER TR I's ticker is and the CUSIP is 19765P232.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $231,000 | +4.5% | 7,879 | 0.0% | 0.02% | +4.5% |
| Q2 2017 | $221,000 | +4.2% | 7,879 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $212,000 | +1.0% | 7,879 | 0.0% | 0.02% | -4.3% |
| Q3 2016 | $210,000 | +4.5% | 7,879 | 0.0% | 0.02% | +4.5% |
| Q2 2016 | $201,000 | 0.0% | 7,879 | 0.0% | 0.02% | -8.3% |
| Q1 2016 | $201,000 | -2.0% | 7,879 | 0.0% | 0.02% | -4.0% |
| Q4 2015 | $205,000 | -10.1% | 7,879 | 0.0% | 0.02% | -13.8% |
| Q3 2015 | $228,000 | -7.3% | 7,879 | 0.0% | 0.03% | +3.6% |
| Q2 2015 | $246,000 | +1.2% | 7,879 | 0.0% | 0.03% | +7.7% |
| Q1 2015 | $243,000 | +6.6% | 7,879 | 0.0% | 0.03% | +4.0% |
| Q4 2014 | $228,000 | -11.3% | 7,879 | 0.0% | 0.02% | -10.7% |
| Q3 2014 | $257,000 | -0.4% | 7,879 | 0.0% | 0.03% | +3.7% |
| Q2 2014 | $258,000 | +2.4% | 7,879 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $252,000 | +1.2% | 7,879 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $249,000 | -3.1% | 7,879 | 0.0% | 0.03% | -10.0% |
| Q3 2013 | $257,000 | +10.8% | 7,879 | 0.0% | 0.03% | +7.1% |
| Q2 2013 | $232,000 | – | 7,879 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 22,871 | $555,000 | 0.14% |