Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Columbia Trust Co 01012016
  City: PORTLAND
  State: OR
  Zip: 97205
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $221,394,000
  Total Value Change : $49,003,000
  Securities Held Change : 15
   
All Securities Held : 145
  New Positions : 17
  Closed Positions : 3
  Increased Positions : 101
  Unchanged Positions : 10
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 100 New $81.06 $486,000 6,434 0.22% 486,000 6,434 0.001    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 115 New $159.61 $292,000 1,886 0.13% 292,000 1,886 0    Drug Manufacturers - ...
   (KVUE)1 Year Chart         KVUE Kenvue Inc. 119 New $19.88 $275,000 12,781 0.12% 275,000 12,781 0.001    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 123 New $202.93 $251,000 1,734 0.11% 251,000 1,734 0    Communication Equipment
   (AMT)1 Year Chart         AMT American Tower Corp 125 New $191.34 $250,000 1,157 0.11% 250,000 1,157 0    Integrated Telecommun...
   (CME)1 Year Chart         CME CME Group Inc 124 New $211.48 $250,000 1,187 0.11% 250,000 1,187 0.001    Business Services
   (MA)1 Year Chart         MA MasterCard Inc A 126 New $456.52 $247,000 578 0.11% 247,000 578 0    Business Services
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF 127 New $33.88 $246,000 7,685 0.11% 246,000 7,685 0.005    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 131 New $124.60 $236,000 2,235 0.11% 236,000 2,235 0    Application Software
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 133 New $143.15 $230,000 1,709 0.1% 230,000 1,709 0.001    REIT - Diversified
   (INTC)1 Year Chart         INTC Intel Corp 134 New $31.42 $227,000 4,523 0.1% 227,000 4,523 0    Semiconductor- Broad...
   (DELL)1 Year Chart         DELL Dell Technologies Inc 135 New $147.78 $226,000 2,952 0.1% 226,000 2,952 0.001    N/A
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 138 New $172.05 $213,000 1,079 0.1% 213,000 1,079 0    Drugs - Generic
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 140 New $206.58 $206,000 1,027 0.09% 206,000 1,027 0    Closed - End Fund - E...
   (SWKS)1 Year Chart         SWKS Skyworks Solutions Inc 141 New $93.43 $205,000 1,825 0.09% 205,000 1,825 0.002    Semiconductor - Integ...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 142 New $124.47 $205,000 1,750 0.09% 205,000 1,750 0    Closed - End Fund - E...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 144 New $91.48 $200,000 2,463 0.09% 200,000 2,463 0    Electric Utilities
      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us