Columbia Wanger

Columbia Wanger

Last Update: 2014-12-08

Number of Stocks: 280
Number of New Stocks: 11

Total Value: $21,721 Mil
Q/Q Turnover: 4%

Countries: USA DEU
Details: Top Buys | Top Sales | Top Holdings  Embed:

Columbia Wanger Watch

  • Columbia Select Large-Cap Value Fund

    Fund performance

    Excluding sales charges, Class A shares of Columbia Select Large-Cap Value Fund underperformed the fund’s benchmark, the Russell 1000 Value Index, for the quarter ending June 30, 2014, returning 3.77% vs. 5.10%. Stock selection was decidedly positive in a number of industries, particularly oil exploration and production, but those results were more than offset by lagging individual performers in food, banking, pharmaceuticals, information technology and refining. For up-to-date performance information, please check online at


  • BUSE: A Regional Bank Back on Track

    On April 22, 2014 First Busey Corporation (BUSE), announced a 25% increase in its annual dividend. In making the announcement, the Illinois-based regional bank cited "strong financial performance".

    At current prices and an annual dividend of 20-cents, the stock yields around 3.5%.


  • Columbia Wanger Shuffles Two

    As reported by the GuruFocus Real Time Picks, Columbia Wanger (Trades, Portfolio) has recently shuffled two companies’ stocks. The guru-rated fund upped its holdings in SPS Commerce Inc (SPSC) and decreased its stake in IFM Investments (CTC). As one of the 10 largest management firms in the U.S., Columbia Management Investment Advisers oversees $300 billion in a variety of mutual funds, closed-end funds and other products.

    SPS Commerce   

  • Columbia Wanger’s Top Five Year-End Holdings

    The guru ranked fund recently released its fourth quarter portfolio holdings.  These holdings boasted 301 stocks, with 26 of these being new, valued at $26.181 billion.  The following five stocks are Columbia Wanger (Trades, Portfolio)’s top five holdings.

    Ametek Inc. (AME)


  • Group Insiders Reporting Large Buys in the Energy Sector

    Over the past week there have been several large group insider buys. These buys come from various sectors of the market, but had their stock bought by two or more corporate executives. The following three companies reported the largest group of insider buys.

    SolarCity Corp (SCTY)

  • Columbia Management's Top 5 New Buys with Positive Outlook

    As one of the 10 largest management firms in the U.S., Columbia Management Investment Advisers oversees $300 billion in a variety of mutual funds, closed-end funds and other products. The firm announced 24 new stock positions made in the second quarter, bringing about a 5% turnover in its portfolio totaling 310 stocks.

    In the second quarter, the firm found that positive housing and employment data pushed U.S. equity averages to all-time highs. While Federal Reserve Chairman Ben Bernanke’s tapering announcement caused a ripple, investors eventually realized that the Fed will tighten its easing program only in a “demonstrably strong U.S. economy,” Columbia said in its second quarter letter.  

  • Hudson Valley and Cincinnati Financial Report Large Insider Buys

    Over the past couple of days two banking companies have reported large insider buys coming from their CFOs. These buys come as the stocks hit a high in their price. The following two companies reported insider buys valued at over $100,000.

    Hudson Valley Holding Corp. (HVB)

  • Columbia Wanger's May Portfolio Update

    Columbia Wanger is one of the largest asset managers in America. As of March 31, the firm held 312 stocks valued at over $23 billion. On May 31, Columbia Wanger bought one new stock and cut their holdings of another in half.


  • More Legal Woes, ITT Educational Services (ESI) at 52-Week Low

    The GuruFocus 52-week low screener reveals that ITT Educational Services Inc. (ESI) is at a 52-week low of $12.01 (the high was $74.55). According to the GuruFocus Value Screen for 52-week lows, ESI is 83.9% off its high. But top Gurus Columbia Wanger and Westport Asset Management are holding on to small chunks, and ESI insider trading has been slow this quarter.


  • Insider Buys at 52-Week Lows

    This week, we have seen several insiders buying back into their company when share prices are at or near their 52-Week Low. It is interesting to note these buys because researching these companies can help you find under-valued small cap stocks that are oftentimes overlooked by Wall Street.

    1. Windstream Corp. (WIN)  

  • Columbia Management's Colin Moore Discusses Dow Near All-Time High

  • Columbia Management Comments on General Mills

    We closed our position in General Mills (GIS) during the quarter. The diversified food products maker is a high-quality name, but management addressed the explosion in demand for the Greek yogurt too late in our view. (Yogurt is approximately 9% of sales at General Mills.) Additionally, rising input costs for cereal and increasing competition in the category have been squeezing net margins. With declining potential for stock gains, we elected to close the position.
    From Columbia Wanger’s fourth quarter commentary.  

  • Columbia Management Comments on Freeport McMoRan

    We continue to have a positive view of industrials (and materials) companies. Relative underperformance in the materials sector was largely driven by new portfolio holding Freeport McMoRan (FCX). Freeport McMoRan is the world's largest publicly traded copper company; we added the stock to the portfolio in October. The company has global reserves of copper, gold and other metals, a strong balance sheet, and, despite weakness in the global economy, generates significant free-cash-flow, even at lower copper prices. Freeport McMoRan shares fell during the quarter after the company announced the acquisition of an oil and gas company. (Investors would have preferred that the company remain focused on copper and metals.) We believe the long-term demand for metals remains positive, particularly from China and Asia, where large infrastructure projects continue to move forward, and expect Freeport McMoRan to recover as it returns to trading in line with the price of copper.

    From Columbia Wanger’s fourth quarter commentary.  

  • Columbia Select Large-Cap Value Fund Q4 Letter

    Fund performance Excluding sales charge, Class A shares of Columbia Select Large-Cap Value Fund outperformed its benchmark, the Russell 1000 Value Index for the fourth quarter, returning 4.67% vs. the benchmark's 1.52%. Top sector-level contributors to relative return included financials and energy (due to stock picking). Top sector-level detractors to relative return included materials and consumer discretionary (also due to stock picking). For up-to-date performance, please visit

    Portfolio sector allocation  

  • Columbia Wanger Becomes 10.8% Owner of Exa Corp.

    From today’s GuruFocus Real Time Picks reports, mutual fund company Columbia Wanger has increased its Exa Corp. (EXA) stake by 816.78 percent, turning the miniscule position into 10.8 ownership of the company’s outstanding shares.

    Massachusetts-based Exa is simulation-driven software products and services provider, largely serving the transportation market through its array of products that help companies test such things as fluid flow and heat transfer. Through its simulation software, Exa enables companies to improve the efficiencies of their design and engineering processes as well as improve costs, without having to spend money on expensive physical prototypes and tests.  

  • Tremors in California — Is This a Trend? Columbia White Paper

    Given recent headlines out of California, municipal bond investors would likely be surprised to learn that municipal bankruptcies in 2012 are actually below those of 2011, both in number and dollar amount, and that 2011’s filings were in turn lower than those in 2010. Overall municipal defaults and bankruptcies remain exceedingly low. However, with developments in California in recent weeks, a municipal investor could be forgiven for presuming that a tectonic shift in municipal credit quality was underway. Over a period of several weeks, Stockton and Mammoth Lakes filed for bankruptcy and San Bernardino and Compton are now actively exploring the possibility. While troubling in that they occurred so close together, these cities (specifically Stockton, San Bernardino and Compton) represent very troubled credits, both economically and fiscally, pushed to the edge by the housing bust and/or by poor or negligent management.

    We believe that a municipal bankruptcy continues to carry significant costs, in terms of expense, political backlash and most important, access to market capital when it is needed most. As such, we disagree with those who now believe the stigma of bankruptcy is wearing off and that we are facing an onslaught of new filings. For the vast majority of municipalities, we expect a bankruptcy filing will remain a last ditch effort, once all other fiscal options have been exhausted.  

  • Questions Cloud 2013 Economic Outlook: Columbia Management

    Chief Economist Marie Schofield follows up her recent commentary, “The weight of uncertainty,” with a review of the challenges and risks facing the economy today, as well as an outlook for 2013.

    2013 remains a wildcard in our view — keyed off the unknown size of the fiscal adjustment next year and the hit to global growth from the eurozone crisis. Large or small, it means downside risks to growth.  

  • Columbia Value and Restructuring Fund Second Quarter Commentary

    Fund performance Class A shares of Columbia Value and Restructuring Fund returned -6.10% (excluding sales charge) for the second quarter. The fund underperformed both the Russell 1000 Value Index and the S&P 500 Index, which returned -2.20% and -2.75% respectively. For up-to-date performance information, please check online at

    Market overview  

  • Columbia Wanger Q2 Investment Strategy Outlook

    The Columbia Management Asset Allocation Team meets to review global economic investment conditions and markets. Team members discuss and evaluate the relative attractiveness of equities,  fixed-income and alternative investments within various sectors, investment styles, markets and countries. The consensus opinion of the team is published quarterly in the Investment Strategy Outlook.

    Q2 2012  

  • Top 5 Conviction Picks from Columbia Wanger

    Columbia Wanger and its history dates back to 100 years ago when it started to operate as asset manager. Today it is one of the largest ones nation wide.

    Its team, particularly named The Columbia Management Asset Allocation Team holds meetings every month to review the economic investment conditions and the markets. Its members discuss and evaluate whether equities are attractive or not, fixed-income and alternative investments in different industries, types of investments, markets and countries.  

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User Comments

ReplyMocheng - 4 months ago
most of the performance data are available on the funds website. Gurufocus should hire someone to go there and compile this data, that will make the premium subscription worth the fee..
ReplyMocheng - 7 months ago
I agree, they should put more performance data into each gurus.
ReplyGoforit - 9 months ago
How are premium members of GuruFocus supposed to evaluate the list of Gurus when more often than not there is no historical performance records. Most of the time the "profile/performance" tab does not have anything on performance. Why not? Maybe it should just be called the "profile" tab. This is very frustrating.

Also, if you do not have the performance record, then how do you even know that they deserve to be in the Guru list? Maybe they should not be listed?

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