Columbia Wanger

Columbia Wanger

Last Update: 11-10-2015

Number of Stocks: 186
Number of New Stocks: 9

Total Value: $12,539 Mil
Q/Q Turnover: 5%

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

Columbia Wanger Watch

  • Stocks Bill Frels Keeps On Buying

    Bill Frels (Trades, Portfolio) is the portfolio manager at Mairs & Power, the investment advisory firm where he started in 1992. Mairs & Power Inc. is a small firm whose strength and success has resulted from applying a conservative growth investment approach consistently for more than 70 years.

    Frels manages a portfolio of 174 stocks with a total value of $6,398 million, and the following are the stocks he has been buying for at least the last two quarters


  • Columbia Wanger Sells Nearly Half of Stake in SEI Investments

    Columbia Wanger (Trades, Portfolio) manages mutual funds for its clients, but it applies its disciplined, methodical approach to its own investment decisions as well. In the third quarter, that mostly meant selling part or all of stakes in its portfolio, although the firm did make some new investments, too.

    Columbia Wanger (Trades, Portfolio)’s most attention-grabbing transaction of the third quarter was its reduction, by more than 47%, of its stake in SEI Investments Company (NASDAQ:SEIC), an Oaks, Pa.-based financial services company. Columbia Wanger (Trades, Portfolio) sold 3,986,132 shares for an average price of $50.9 per share. The deal had a -1.26% impact on Columbia Wanger (Trades, Portfolio)’s portfolio.


  • Columbia Wanger Reduces Position in SPS Commerce

    Columbia Wanger (Trades, Portfolio) reduced its stake in SPS Commerce Inc. (NASDAQ:SPSC), a Minneapolis-based provider of Cloud-based supply chain management software, by nearly 18% on Oct. 31.

    Less than a week earlier, SPS Commerce announced a solution that will combine SPS Commerce’s platform with MYOB Group Ltd.’s accounting and enterprise resource planning (ERP) software, which serve more than 12 million companies. It is expected that the arrangement will help vendors and retailers respond more efficiently to consumer buying shifts.


  • Columbia Wanger Sells Four Stakes in Portfolio

    Columbia Wanger (Trades, Portfolio) reported activity in five existing stakes in its portfolio on Sept. 30, reducing one and selling four.

    The four stakes the firm sold were Caesarstone Sdot-Yam Ltd. (NASDAQ:CSTE), Cogent Communications Holdings Inc. (NASDAQ:CCOI), Liquidity Service Inc. (NASDAQ:LQDT) and Marlin Business Services Corp. (NASDAQ:MRLN). The firm reduced its position in World Acceptance Corp. (NASDAQ:WRLD).


  • Columbia Value and Restructuring Fund Q2 2015 Commentary

    Fund performance

     Class A shares of Columbia Value and Restructuring Fund returned 1.70% (excluding sales charge) for the second quarter, outperforming both the Russell 1000 Value Index and the S&P 500 Index. For monthly fund performance information, please visit


  • Undervalued Stocks Among Chuck Royce's Recent Buys

    Chuck Royce (Trades, Portfolio) is the president, co-chief investment officer and portfolio manager of Royce & Associates LLC, a hedge fund with a $23,670 million portfolio composed of 1211 stocks. According to GuruFocus' All-In-One screener, the following are the companies he recently bought that are trading with a wide margin of safety.

    During second quarter 2015, he increased his stake in World Acceptance Corp. (WRLD) by 20%, and the company looks undervalued at the current price of $36. The DCF calculator gives a fair value of $351.87 with a current margin of safety of 90%. GuruFocus users gives as fair value half the price suggested by the DCF calculator, with $171.66 that is the average price after 13 votes.


  • Euclid Advisors' Largest Buys During the Second Quarter

    At the end of the second quarter of 2015, hedge fund Euclid Advisors reported a total value of its portfolio of $5,065 million, with a decrease of 6.96% since the previous quarter. During the quarter, it bought 249 new stocks and increased 97 of its stakes. The following are the most heavily weighted buys during the quarter.


  • Columbia Wanger Sells 22 Stakes in Second Quarter

    Chicago-based Columbia Wanger (Trades, Portfolio) serves mostly investment companies, managing mutual funds for its clients. It prides itself on taking a restrained approach, pinpointing risks to achieve consistent returns.

    Columbia Wanger (Trades, Portfolio) bought 13 new stakes in the second quarter, but it was the stakes the firm sold out that got the most attention. Columbia Wanger (Trades, Portfolio) sold 22 stakes in the second quarter.


  • Mariko Gordon's Highest-Performing Stocks

    Mariko Gordon (Trades, Portfolio), CFA, is the founder of Daruma Capital Management. She started the firm in 1995 with zero assets. The firm is 100% employee-owned and manages $2.3 billion for public and corporate pension plans, endowments, foundations and individuals.

    Her portfolio is composed of 48 stocks and has a total value of $2,237 million with 5% Q/Q turnover; the following are the stocks of her portfolio with the highest return since her last trade on Q1 2015


  • Denver-Based Cimarex Energy Is Facing Problems

    In this article, let's take a look at Cimarex Energy Co. (NYSE:XEC), an $11.73 billion market cap company, which is an independent oil and gas exploration and production company with operations in the Mid-Continent, the Permian Basin and the Gulf of Mexico.

    Fund's positions


  • Arnold Schneider's Undervalued stocks trading with low P/E

    Arnie Schneider is president, chief investment officer and principal of Schneider Capital Management which is an employee-owned institutional investment manager located in Wayne, Pennsylvania. The company helps clients produce superior results over time through a disciplined, value-style investment approach and professional service. He manges a portfolio composed of 97 stocks and seven of them were bought during the first quarter of the year. Total value of the portfolio is $790Mil with 17% Q/Q Turnover.

    The following are stocks that look undervalued according to the Discounted Cash Flow model and that are trading with very low P/E so they are even trading at very cheap price.


  • Predictable and Undervalued Companies - Part I

    With these articles, I want to highlight all the companies that according to GuruFocus have a predictable business and are undervalued according to the Price/DCF (Average). I also apply another filter to those results to give you just the companies that have a significant EPS growth rate.

    When a company is undervalued but earnings are growing, we can believe that sooner or later Mr. Market will take care of the price.


  • Ametek Offers Good Opportunities for Growth

    In this article, let's take a look at Ametek Inc. (NYSE:AME), a $12.84 billion market cap company, which is a leading global niche-market manufacturer of electronic instruments and electro-mechanical devices.

    Growth Drivers


  • A Look at Columbia Wanger's Recent Stock Picks

    Columbia Wanger (Trades, Portfolio) has over 100 years of experience as one of the nation's largest asset managers and many of the funds consistently recieve 4 or 5-star ratings from Morningstar.

    Last week, the firm announced its launching of the Columbia Adaptive Alternatives Fund (CLAAX), a liquid alternative mutual fund that allows retail investors access to a diverse portfolio of alternative investments.


  • Steven Cohen Adds New Holding in Pier 1

    Steven Cohen (Trades, Portfolio) of Point72 Asset Management purchased a new holding in Pier 1 Imports (NYSE:PIR) on Sept. 18, increasing his stake in the chain of home furnishings stores to 4.98%, according to GuruFocus’ Real Time Picks.

    Cohen increased his holdings to more than 470,000 shares in September 2013 when Pier 1’s stock rose to one of its highest points at $22.61. The hedge fund manager then sold almost 97% of his stake when the prices began to decrease.


  • 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


  • WRLD: Potential Amid Political Correctness

    Run your eye over the top listings on the GuruFocus Undervalued Predictable screener - somewhere there you’ll see WRLD, World Acceptance Corporation. On Friday, September 19, 2014, it sat atop the list, by virtue of the fact its price is a whopping 88% below its Discount Cash Flow value.

    Had you taken a look at the same screener a few months ago, you might have seen WRLD in the same area. And, that prompts us to ask, if it’s selling at such a discount, how come investors haven’t begun accumulating it and consequently pulling up its price and moving it down or off the Undervalued Predictable screener?


  • Steven Cohen Has a Track Record of Impressive Returns

    In this article, let´s see Steven Cohen (Trades, Portfolio)´s return, a guru who has a net worth of about $12 billion, and in a wealth ranking is situated in the place 19 in the industry and 43 in the U.S.; continues having impressive returns. He had generated average annual returns of 30%, on top of the hedge-fund industry, since SAC Capital launched in 1992.

    SAC Capital


  • Three Insider Buys at 52-Week Lows

    Over the past month three companies have reported insider buys as their price hits or nears 52-week lows. Looking at insider buys while they’re trading at low prices can offer an excellent time to buy into a company or further your research on the company. Peter Lynch once offered that insiders will sell their shares in a company for many reasons, but they will only invest it if they think that the share price will rise.

    The following four companies are trading at or within 5% of their 52-week low share price and reported insider buy(s) over the past 30 days.


  • BUSE: A Regional Bank Back on Track

    On April 22, 2014 First Busey Corporation (NASDAQ: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%.


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