Mga Batayang Estadistika
| CIK | 2110 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Columbia Acorn Trust - Columbia Acorn Fund Institutional Class
SEC Filings (Chronological Order)
Halaman ini menyediakan daftar lengkap dan kronologis dari Pengajuan SEC, tidak termasuk pengajuan kepemilikan yang kami sediakan di tempat lain.
| July 18, 2025 |
COLUMBIA ACORN TRUST AMENDMENT NO. 3 TO THE AGREEMENT AND DECLARATION OF TRUST COLUMBIA ACORN TRUST AMENDMENT NO. 3 TO THE AGREEMENT AND DECLARATION OF TRUST WHEREAS, the principal place of business of Columbia Acorn Trust (the “Trust”) has changed and the undersigned Trustees wish to amend the Agreement and Declaration of Trust (the “Declaration of Trust”) of the Trust, dated April 21, 1992, as amended from time to time, a copy of which is on file in the Office of the Secre |
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| July 18, 2025 |
SCHEDULE A Effective July 1, 2025 (h)(1)(i) Schedules to TA Agree (7-1-2025) TA Schedule – CFST, CFST I and CFST II SCHEDULE A Effective July 1, 2025 Columbia Acorn Trust Columbia Acorn Fund Columbia Acorn International Columbia Acorn International Select Columbia Acorn European Fund Columbia Thermostat Fund Columbia Credit Income Opportunities Fund Columbia Funds Series Trust Columbia California Intermediate Municipal Bond Fund C |
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| July 18, 2025 |
Fee Waiver Schedule SCHEDULE A As of July 1, 2025 Columbia Acorn Trust Columbia Acorn1 Columbia Acorn International1 Columbia Acorn International Select1 Columbia European Fund1 Columbia Thermostat Fund1 Columbia Credit Income Opportunities Fund1 Columbia Funds Series Trust Columbia California Intermediate Municipal Bond Fund1 Columbia Capital Allocation Moderate Aggressive Portfolio2,6 Columbia C |
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| July 18, 2025 |
As filed with the Securities and Exchange Commission on July 18, 2025. As filed with the Securities and Exchange Commission on July 18, 2025. Registration Nos. 002-34223 811-01829 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Form N-1A REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ☒ Pre-Effective Amendment No. ☐ Post-Effective Amendment No. 120 ☒ and/or REGISTRATION STATEMENT UNDER THE INVESTMENT COMPANY ACT OF 1940 ☒ Amendment No. 9 |
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| July 18, 2025 |
COLUMBIA ACORN TRUST BYLAWS Table of Contents Section 1. Agreement and Declaration of Trust and Principal Office 1 1.1 Agreement and Declaration of Trust 1 1.2 Principal Office of the Trust 1 Section 2. Shareholders 1 2.1. Shareholder Meetings 1 2.2 Place of Meetings 1 2.3 Notice of Meetings 1 2.4 Ballots 2 2.5. Proxies 2 Section 3. Trustees 2 3.1 Committees and Advisory Board 2 3.2 Chairman and V |
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| July 18, 2025 |
NOVATION OF MANAGEMENT AGREEMENT COLUMBIA ACORN TRUST COLUMBIA FUNDS VARIABLE SERIES TRUST NOVATION OF MANAGEMENT AGREEMENT COLUMBIA ACORN TRUST COLUMBIA FUNDS VARIABLE SERIES TRUST This Novation of Management Agreement is entered into this 7th day of July, 2025 by and among Columbia Wanger Asset Management, LLC (“CWAM”), a Delaware limited liability company, Columbia Management Investment Advisers, LLC (“CMIA”), a Minnesota limited liability company, Columbia Acorn Trust (“CAT”) and Columbia Funds Variable Series Trust (formerly known as Wanger Advisors Trust) (“CFVST” and, together with CAT, the “Trusts”), each a Massachusetts business trust. |
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| July 18, 2025 |
FORM OF INDEMNIFICATION AGREEMENT FORM OF INDEMNIFICATION AGREEMENT This Indemnification Agreement (the “Agreement”) is made as of the date set forth on the signature page by and between each of the entities listed in Schedule A hereto (each a “Fund”), and the trustee/director of the Fund whose name is set forth on the signature page (the “Trustee”). |
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| July 18, 2025 |
AMENDED AND RESTATED FEE WAIVER AND EXPENSE CAP AGREEMENT AMENDED AND RESTATED FEE WAIVER AND EXPENSE CAP AGREEMENT This Amended and Restated Fee Waiver and Expense Cap Agreement, dated as of July 1, 2025 (as may be amended, modified, supplemented and in effect from time to time (the “Agreement”), is by and among each of the investment companies (each a “Registrant”), on behalf of its underlying series funds, as listed in Schedule A (the term “Fund” is used to refer to either the Registrant or the series, as the context requires), and each of Columbia Management Investment Advisers, LLC (“CMIA”), a Minnesota limited liability company, Columbia Management Investment Distributors, Inc. |
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| April 4, 2025 |
AMENDMENT NO. 1 TO INVESTMENT ADVISORY AGREEMENT AMENDMENT NO. 1 TO INVESTMENT ADVISORY AGREEMENT This Amendment No. 1 (the “Amendment), dated as of March 1, 2025, to the Investment Advisory Agreement, dated as of May 27, 2010 (the “Agreement”), is by and between Columbia Acorn Trust (“CAT”), a Massachusetts business trust registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end diversified management inve |
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| April 4, 2025 |
AMENDED AND RESTATED TRANSFER AND DIVIDEND DISBURSING AGENT AGREEMENT TA Agreement – Combined AMENDED AND RESTATED TRANSFER AND DIVIDEND DISBURSING AGENT AGREEMENT This agreement, dated April 1, 2025 (the “Amended and Restated Agreement”) amends and restates the agreement (the “Agreement”) made as of June 15, 2021, by and between the trust or the corporation acting on behalf of their series, as applicable, all as listed on Schedule A hereto (as the same may from tim |
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| April 4, 2025 |
SCHEDULE A Effective April 1, 2025 TA Schedule – CFST, CFST I, CFST II, CAT, Interval Funds SCHEDULE A Effective April 1, 2025 Columbia Acorn Trust Columbia Acorn Fund Columbia Acorn International Columbia Acorn International Select Columbia Acorn European Fund Columbia Thermostat Fund Columbia Funds Series Trust Columbia California Intermediate Municipal Bond Fund Columbia Capital Allocation Moderate Aggressive Portfolio Columbia |
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| April 4, 2025 |
As filed with the Securities and Exchange Commission on April 4, 2025. As filed with the Securities and Exchange Commission on April 4, 2025. Registration Nos. 002-34223 811-01829 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Form N-1A REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ☒ Pre-Effective Amendment No. ☐ Post-Effective Amendment No. 118 ☒ and/or REGISTRATION STATEMENT UNDER THE INVESTMENT COMPANY ACT OF 1940 ☒ Amendment No. 9 |
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| April 4, 2025 |
MANAGEMENT AGREEMENT This Management Agreement (“Agreement”), dated as of April 1, 2025, is by and between Columbia Wanger Asset Management, LLC (the “Investment Manager”), a Delaware limited liability company, and Columbia Acorn Trust and Wanger Advisors Trust, each a Massachusetts business trust (each a “Trust” and collectively, the “Trusts”), each acting on behalf of their series listed in Schedule A. |
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| April 4, 2025 |
AMENDED AND RESTATED FEE WAIVER AND EXPENSE CAP AGREEMENT AMENDED AND RESTATED FEE WAIVER AND EXPENSE CAP AGREEMENT This Amended and Restated Fee Waiver and Expense Cap Agreement, dated as of April 1, 2025 (as may be amended, modified, supplemented and in effect from time to time (the “Agreement”), is by and among each of the investment companies (each a “Registrant”), on behalf of its underlying series funds, as listed in Schedule A (the term “Fund” is used to refer to either the Registrant or the series, as the context requires), and each of Columbia Management Investment Advisers, LLC (“CMIA”), a Minnesota limited liability company, Columbia Wanger Asset Management, LLC (“CWAM”), a Delaware limited liability company, Columbia Management Investment Distributors, Inc. |
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| April 4, 2025 |
AMENDMENT NO. 2 TO ADMINISTRATIVE SERVICES AGREEMENT AMENDMENT NO. 2 TO ADMINISTRATIVE SERVICES AGREEMENT This Amendment No. 2 (the “Amendment”), dated as of March 1, 2025, to the Administrative Services Agreement (the “Agreement”), dated as of May 1, 2010, and as amended September 21, 2016, is by and between Columbia Acorn Trust (“CAT”), a Massachusetts business trust registered under the Investment Company Act of 1940, as amended (the “1940 Act”), |
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| April 4, 2025 |
SCHEDULE A As of April 1, 2025 Fee Waiver Schedule SCHEDULE A As of April 1, 2025 Columbia Acorn Trust Columbia Acorn1 Columbia Acorn International1 Columbia Acorn International Select1 Columbia European Fund1 Columbia Thermostat Fund1 Columbia Credit Income Opportunities Fund1 Columbia Funds Series Trust Columbia California Intermediate Municipal Bond Fund1 Columbia Capital Allocation Moderate Aggressive Portfolio2,6 Columbia |
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| January 13, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement. ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2) |
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| March 21, 2024 |
March 21, 2024 Mr. Mark Cowan U.S. Securities and Exchange Commission Division of Investment Management, Disclosure Review Office 100 F Street, N.E. Washington, D.C. 20549 Re: Template Filing Relief Request Pursuant to Rule 485(b)(1)(vii) for Columbia Acorn Trust Columbia Funds Series Trust Columbia Funds Series Trust I Columbia Funds Series Trust II (each, a Registrant and together, the Registran |
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| June 13, 2023 |
Columbia Acorn Trust As filed with the Securities and Exchange Commission on June 13, 2023 Securities Act File No. |
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| June 13, 2023 |
Fee Waiver/Expense Reimbursement Agreement Columbia Wanger Asset Management, LLC 71 South Wacker, Suite 2500 Chicago, IL 60606, USA columbiathreadneedle. |
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| June 13, 2023 |
Opinion and consent April 21, 2023 Columbia Acorn Trust 71 South Wacker Drive, Suite 2500 Chicago, Illinois 60606 Ladies and Gentlemen: Columbia Acorn Trust, a Massachusetts business trust (the “Trust”), on behalf of Columbia Acorn USA (the “Target Fund”) and Columbia Acorn Fund (the “Acquiring Fund”), each a series of the Trust, has requested our opinion regarding certain U. |
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| February 9, 2023 |
Columbia Acorn Trust Wanger Advisors Trust 71 S. Wacker Drive, Suite 2500 Chicago, Illinois 60606 CORRESP 1 filename1.htm Columbia Acorn Trust Wanger Advisors Trust 71 S. Wacker Drive, Suite 2500 Chicago, Illinois 60606 February 9, 2023 Via EDGAR Ms. Emily Rowland U.S. Securities and Exchange Commission Division of Investment Management 100 F Street, N.E. Washington, D.C. 20549 RE: Columbia Acorn Trust—Registration Statement on Form N-14 File No. 333-269553 Wanger Advisors Trust—Registration S |
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| February 9, 2023 |
N-14/A 1 d438955dn14a.htm COLUMBIA ACORN TRUST Table of Contents As filed with the Securities and Exchange Commission on February 9, 2023 Securities Act File No. 333-269553 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM N-14 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ☒ Pre-Effective Amendment No. 1 ☒ Post-Effective Amendment No. ☐ COLUMBIA ACORN TRUST (Exac |
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| February 3, 2023 |
Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 February 3, 2023 VIA EDGAR U.S. Securities and Exchange Commission Division of Investment Management 100 F Street, N.E. Washington, D.C. 20549 Re: Request for Withdrawal of Registration Statement on Form N-14 (SEC File No. 333-268903) Dear Ms. Rowland: Pursuant to Rule 477 under the Securities Act of 1933, as |
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| February 3, 2023 |
COLUMBIA ACORN TRUST BYLAWS Table of Contents Section 1. Agreement and Declaration of Trust and Principal Office 1 1.1 Agreement and Declaration of Trust 1 1.2 Principal Office of the Trust 1 Section 2. Shareholders 1 2.1. Shareholder Meetings 1 2.2 Place of Meetings 1 2.3 Notice of Meetings 1 2.4 Ballots 2 2.5. Proxies 2 Section 3. Trustees 2 3.1 Committees and Advisory Board 2 3.2 Chairman and V |
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| February 3, 2023 |
Agreement and Plan of Reorganization Exhibit 4 Agreement and Plan of Reorganization THIS AGREEMENT AND PLAN OF REORGANIZATION dated as of December 20, 2022 (the “Agreement”), is by and among the Target Company, as defined below, on behalf of its series that is the Target Fund, as defined below, the Acquiring Company, as defined below, on behalf of its series that is the Acquiring Fund, as defined below, and, for purposes of paragraphs 5. |
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| February 3, 2023 |
Opinion & consent of Counsel February 3, 2023 Columbia Acorn Trust 71 S. Wacker Drive, 25th Floor Chicago, Illinois 60606 Ladies and Gentlemen: We have acted as counsel to Columbia Acorn Trust, a business trust formed under the laws of the Commonwealth of Massachusetts (the “Trust”), in connection with the filing with the Securities and Exchange Commission (the “SEC”) of the Trust’s Registration S |
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| February 3, 2023 |
COLUMBIA ACORN TRUST Table of Contents As filed with the Securities and Exchange Commission on February 3, 2022 Securities Act File No. |
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| February 3, 2023 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Consent of Independent Registered Public Accounting Firm Exhibit 14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Columbia Acorn Trust of our report dated February 18, 2022, relating to the financial statements and financial highlights, which appear in the Annual Reports on Form N-CSR of the funds indicated in Appendix A for the year ended December 31, 2021. |
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| December 20, 2022 |
Table of Contents As filed with the Securities and Exchange Commission on December 20, 2022 Securities Act File No. |
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| December 20, 2022 |
December 20, 2022 Columbia Acorn Trust 71 S. Wacker Drive, 25th Floor Chicago, Illinois 60606 Ladies and Gentlemen: We have acted as counsel to Columbia Acorn Trust, a business trust formed under the laws of the Commonwealth of Massachusetts (the ?Trust?), in connection with the filing with the Securities and Exchange Commission (the ?SEC?) of the Trust?s Registration Statement on Form N-14 relati |
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| December 20, 2022 |
Bylaws dated September 28, 2004, as amended through June 10, 2020, filed electronically herewith. COLUMBIA ACORN TRUST BYLAWS Table of Contents Section 1. Agreement and Declaration of Trust and Principal Office 1 1.1 Agreement and Declaration of Trust 1 1.2 Principal Office of the Trust 1 Section 2. Shareholders 1 2.1. Shareholder Meetings 1 2.2 Place of Meetings 1 2.3 Notice of Meetings 1 2.4 Ballots 2 2.5. Proxies 2 Section 3. Trustees 2 3.1 Committees and Advisory Board 2 3.2 Chairman and V |
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| December 20, 2022 |
Form of Agreement and Plan of Reorganization, filed electronically herewith. Exhibit 4 Agreement and Plan of Reorganization THIS AGREEMENT AND PLAN OF REORGANIZATION dated as of December 20, 2022 (the “Agreement”), is by and among the Target Company, as defined below, on behalf of its series that is the Target Fund, as defined below, the Acquiring Company, as defined below, on behalf of its series that is the Acquiring Fund, as defined below, and, for purposes of paragraphs 5. |
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| December 20, 2022 |
Exhibit 14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Columbia Acorn Trust of our report dated February 18, 2022, relating to the financial statements and financial highlights, which appear in the Annual Reports on Form N-CSR of the funds indicated in Appendix A for the year ended December 31, 2021. |
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| November 25, 2022 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 96. |
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| November 25, 2022 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 96. |
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| November 25, 2022 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 96. |
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| November 25, 2022 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 96. |
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| November 25, 2022 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 96. |
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| November 25, 2022 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 96. |
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| May 25, 2022 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, March 31, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| May 25, 2022 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, March 31, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| May 25, 2022 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, March 31, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| May 25, 2022 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, March 31, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| May 25, 2022 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, March 31, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| May 25, 2022 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, March 31, 2022 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| November 23, 2021 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, September 30, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| November 23, 2021 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, September 30, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| November 23, 2021 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, September 30, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| November 23, 2021 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, September 30, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| November 23, 2021 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, September 30, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| November 23, 2021 |
[THIS PAGE INTENTIONALLY LEFT BLANK] Portfolio of Investments Columbia Acorn® Fund, September 30, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| May 25, 2021 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 25, 2021 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 25, 2021 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 25, 2021 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 25, 2021 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 25, 2021 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2021 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| November 24, 2020 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 98. |
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| November 24, 2020 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 98. |
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| November 24, 2020 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 98. |
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| November 24, 2020 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 98. |
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| November 24, 2020 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 98. |
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| November 24, 2020 |
Portfolio of Investments Columbia Acorn® Fund, September 30, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 98. |
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| August 25, 2020 |
As filed with the Securities and Exchange Commission on August 25, 2020 Securities Act File No. |
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| August 25, 2020 |
As filed with the Securities and Exchange Commission on August 25, 2020 Securities Act File No. |
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| August 25, 2020 |
Opinion and consent of Vedder Price P.C. August 7, 2020 Columbia Funds Series Trust 225 Franklin Street Boston, Massachusetts 02110 Columbia Acorn Trust 71 South Wacker Drive, Suite 2500 Chicago, Illinois 60606 Re: Reorganization of Columbia Select International Equity Fund into Columbia Acorn International Select Ladies and Gentlemen: You have requested our opinion regarding certain U.S. federal |
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| August 25, 2020 |
Opinion and consent of Vedder Price P.C. July 10, 2020 Columbia Acorn Trust 71 South Wacker Drive, Suite 2500 Chicago, Illinois 60606 Ladies and Gentlemen: Columbia Acorn Trust, a Massachusetts business trust (the “Trust”), on behalf of each of its series listed on Schedule A attached hereto and incorporated herein by reference,1 has requested our opinion regarding certain U.S. federal income tax |
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| May 28, 2020 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 28, 2020 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 28, 2020 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 28, 2020 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 28, 2020 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 28, 2020 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 28, 2020 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 28, 2020 |
Portfolio of Investments Columbia Acorn® Fund, March 31, 2020 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 7, 2020 |
Merger Prospectus - COLUMBIA ACORN TRUST Columbia Acorn Trust Filing by Columbia Acorn Trust pursuant to Rule 425 under the Securities Act of 1933, and deemed filed under Rule 14a-12(b) under the Securities Exchange Act of 1934. |
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| April 3, 2020 |
Chicago New York Washington, DC London San Francisco Los Angeles Singapore vedderprice. |
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| April 1, 2020 |
Chicago New York Washington, DC London San Francisco Los Angeles Singapore vedderprice. |
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| March 6, 2020 |
As filed with the Securities and Exchange Commission on March 6, 2020 Columbia Acorn Trust Table of Contents As filed with the Securities and Exchange Commission on March 6, 2020 Securities Act File No. |
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| March 6, 2020 |
SEC Transmittal Letter Chicago New York Washington, DC London San Francisco Los Angeles Singapore vedderprice. |
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| March 6, 2020 |
Opinion and consent of Perkins Coie LLP as to the legality of the securities being registered Opinion and consent of Perkins Coie LLP Exhibit 11 March 6, 2020 Columbia Acorn Trust 71 S. |
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| March 6, 2020 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Consent of Independent Registered Public Accounting Firm Exhibit 14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of the Columbia Acorn Trust of our report dated February 21, 2020, relating to the financial statements and financial highlights, which appear in the Annual Reports on Form N-CSR of the funds indicated in Appendix A for year ended December 31, 2019. |
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| February 28, 2020 |
Agreement and Plan of Reorganization Agreement and Plan of Reorganization Exhibit 4 Agreement and Plan of Reorganization THIS AGREEMENT AND PLAN OF REORGANIZATION dated as of February 20, 2020 (the “Agreement”), is by and among each Target Company, as defined below, on behalf of each of its series that is a Target Fund, as defined below, each Acquiring Company, as defined below, on behalf of each of its series that is an Acquiring Fund, as defined below, and, for purposes of paragraphs 5. |
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| February 28, 2020 |
As filed with the Securities and Exchange Commission on February 28, 2020 N-14 1 d884166dn14.htm COLUMBIA ACORN TRUST Table of Contents As filed with the Securities and Exchange Commission on February 28, 2020 Securities Act File No. 333-[ ] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM N-14 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ☒ Pre-Effective Amendment No. ☐ Post-Effective Amendment No. ☐ COLUMBIA ACORN TRUST (Exact Name |
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| February 28, 2020 |
Trustees Power of Attorney to sign Registration Statement Trustees Power of Attorney Exhibit 16 POWER OF ATTORNEY The undersigned constitutes each of Michael G. |
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| February 28, 2020 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM EX-99.(14) 4 d884166dex9914.htm CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Exhibit 14 CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of Columbia Funds Series Trust and Columbia Acorn Trust of our reports dated as listed in the table below, relating to the financial statements and |
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| February 28, 2020 |
Opinion and consent of Perkins Coie LLP as to the legality of the securities being registered Opinion and consent of Perkins Coie LLP Exhibit 11 February 28, 2020 Columbia Acorn Trust 71 S. |
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| February 28, 2020 |
Chicago New York Washington, DC London San Francisco Los Angeles Singapore vedderprice. |
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| February 18, 2020 |
Supplement dated February 18, 2020 Filing by Columbia Acorn Trust pursuant to Rule 425 under the Securities Act of 1933, and deemed filed under Rule 14a-12(b) under the Securities Exchange Act of 1934. |
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| February 18, 2020 |
Supplement dated February 18, 2020 425 1 d879935d425.htm COLUMBIA ACORN TRUST Filing by Columbia Acorn Trust pursuant to Rule 425 under the Securities Act of 1933, and deemed filed under Rule 14a-12(b) under the Securities Exchange Act of 1934. Subject Companies: Columbia Acorn Trust (SEC File No. 811-01829) Supplement dated February 18, 2020 to the Prospectus, Summary Prospectus, and Statement of Additional Information (SAI) dated |
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| February 18, 2020 |
425 1 d882535d425.htm COLUMBIA ACORN TRUST Filing by Columbia Acorn Trust pursuant to Rule 425 under the Securities Act of 1933, and deemed filed under Rule 14a-12(b) under the Securities Exchange Act of 1934. Subject Companies: Columbia Funds Series Trust (SEC File No. 811-09645) Columbia Funds Series Trust I (SEC File No. 811-04367) Columbia Funds Series Trust II (SEC File No. 811-21852) Supplem |
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| November 26, 2019 |
CTFAX / Columbia Thermostat Fund NPORT-EX - - Portfolio of Investments Columbia Acorn® Fund, September 30, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| November 26, 2019 |
LACAX / Columbia Acorn Fund NPORT-EX - - Portfolio of Investments Columbia Acorn® Fund, September 30, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| November 26, 2019 |
LAIAX / Columbia Acorn International NPORT-EX - - Portfolio of Investments Columbia Acorn® Fund, September 30, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| November 26, 2019 |
LAFAX / Columbia Acorn International Select NPORT-EX - - Portfolio of Investments Columbia Acorn® Fund, September 30, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| November 26, 2019 |
LTFAX / Columbia Acorn Select NPORT-EX - - Portfolio of Investments Columbia Acorn® Fund, September 30, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| November 26, 2019 |
CAGAX / Columbia Acorn Emerging Markets Fund NPORT-EX - - Portfolio of Investments Columbia Acorn® Fund, September 30, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| November 26, 2019 |
CAEAX / Columbia Acorn European Fund NPORT-EX - - Portfolio of Investments Columbia Acorn® Fund, September 30, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| November 26, 2019 |
LAUAX / Columbia Acorn USA NPORT-EX - - Portfolio of Investments Columbia Acorn® Fund, September 30, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 97. |
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| May 28, 2019 |
Columbia Acorn Trust NPORT-EX - - COLUMBIA ACORN TRUST Portfolio of Investments Columbia Acorn® Fund, March 31, 2019 (Unaudited) (Percentages represent value of investments compared to net assets) Investments in securities Common Stocks 99. |
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| November 27, 2018 |
Columbia Acorn Trust COLUMBIA ACORN TRUST (Quarterly Schedule of Portfolio Holdings) N-Q 1 d650535dnq.htm COLUMBIA ACORN TRUST OMB APPROVAL OMB Number: 3235-0578 Expires: March 31, 2019 Estimated average burden hours per response 10.5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of reg |
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| November 27, 2018 |
I, John M. Kunka, certify that: Section 302 Certification I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the per |
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| May 29, 2018 |
I, John M. Kunka, certify that: Section 302 Certification I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the per |
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| May 29, 2018 |
Columbia Acorn Trust COLUMBIA ACORN TRUST (Quarterly Schedule of Portfolio Holdings) OMB APPROVAL OMB Number: 3235-0578 Expires: March 31, 2019 Estimated average burden hours per response 10. |
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| April 26, 2018 |
Columbia Acorn Trust April 26, 2018 Mary C. Moynihan [email protected] D. +1.202.654.6254 F. +1.202.654.9697 VIA EDGAR U.S. Securities and Exchange Commission Division of Investment Management 100 F Street, N.E. Washington, D.C. 20549 Attn: Mark A. Cowen Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 We are writing to respond to the comments of th |
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| February 28, 2018 |
Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 Mary C. Moynihan PHONE: (202) 654-6254 FAX: (202) 654-9697 EMAIL: [email protected] February 28, 2018 BY EDGAR Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549-1004 Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 On behalf of Columbia Acorn Trust (the “Trust”), we are transmitting for filing under the Securities Act of 1 |
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| February 27, 2018 |
N-SAR Item 77H: Change in Control of Registrant EXHIBIT 77H N-SAR Item 77H: Change in Control of Registrant Below are the persons presumed to control Registrant?s series because such person owns more than 25% of a series based on the records of the series. |
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| February 27, 2018 |
77E. Information regarding pending and settled legal proceedings EXHIBIT 77E 77E. Information regarding pending and settled legal proceedings Ameriprise Financial and certain of its affiliates have historically been involved in a number of legal, arbitration and regulatory proceedings, including routine litigation, class actions, and governmental actions, concerning matters arising in connection with the conduct of their business activities. Ameriprise Financia |
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| February 27, 2018 |
Report of Independent Registered Public Accounting Firm EXHIBIT 77B Report of Independent Registered Public Accounting Firm To the Board of Trustees of Columbia Acorn Trust and Shareholders of Columbia Acorn Fund, Columbia Acorn International, Columbia Acorn USA, Columbia Acorn International Select, Columbia Acorn Select, Columbia Thermostat Fund, Columbia Acorn Emerging Markets Fund, and Columbia Acorn European Fund: In planning and performing our aud |
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| November 28, 2017 |
I, John M. Kunka, certify that: Section 302 Certification I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the per |
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| November 28, 2017 |
COLUMBIA ACORN TRUST OMB APPROVAL OMB Number: 3235-0578 Expires: March 31, 2019 Estimated average burden hours per response 10. |
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| August 28, 2017 |
77E. Information regarding pending and settled legal proceedings 77E. Information regarding pending and settled legal proceedings Ameriprise Financial and certain of its affiliates have historically been involved in a number of legal, arbitration and regulatory proceedings, including routine litigation, class actions, and governmental actions, concerning matters arising in connection with the conduct of their business activities. Ameriprise Financial believes t |
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| August 28, 2017 |
N-SAR Item 77H: Change in Control of Registrant N-SAR Item 77H: Change in Control of Registrant Below are the persons presumed to control Registrant?s series because such person owns more than 25% of a series based on the records of the series. As of June 30th 2017 Fund Name of Person Ownership % of Series As of January 1st 2017 Fund Name of Person Ownership % of Series Columbia Acorn European Fund American Enterprise Investment Svc 33.67% |
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| May 26, 2017 |
COLUMBIA ACORN TRUST OMB APPROVAL OMB Number: 3235-0578 Expires: March 31, 2019 Estimated average burden hours per response 10. |
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| May 26, 2017 |
I, John M. Kunka, certify that: Section 302 Certification I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the per |
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| March 1, 2017 |
Report of Independent Registered Public Accounting Firm Report of Independent Registered Public Accounting Firm To the Board of Trustees of Columbia Acorn Trust and Shareholders of Columbia Acorn Fund, Columbia Acorn International, Columbia Acorn USA, Columbia Acorn International Select, Columbia Acorn Select, Columbia Thermostat Fund, Columbia Acorn Emerging Markets Fund, and Columbia Acorn European Fund: In planning and performing our audit of the fi |
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| March 1, 2017 |
N-SAR Item 77H: Change in Control of Registrant N-SAR Item 77H: Change in Control of Registrant Below are the persons presumed to control Registrant’s series because such person owns more than 25% of a series based on the records of the series. As of Dec 31st 2016 Fund Name of Person Ownership % of Series As of July 1st 2016 Fund Name of Person Ownership % of Series Columbia Acorn Emerging Markets American Enterprise Investment Svc 27.00 % |
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| March 1, 2017 |
77E. Information Regarding Pending and Settled Legal Proceedings 77E. Information Regarding Pending and Settled Legal Proceedings Ameriprise Financial and certain of its affiliates have historically been involved in a number of legal, arbitration and regulatory proceedings, including routine litigation, class actions, and governmental actions, concerning matters arising in connection with the conduct of their business activities. Ameriprise Financial believes t |
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| November 28, 2016 |
I, John M. Kunka, certify that: Exhibit 99.CERT I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covere |
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| November 28, 2016 |
N-Q 1 a16-198751nq.htm N-Q OMB APPROVAL OMB Number: 3235-0578 Expires: March 31, 2019 UNITED STATES Estimated average burden hours per response . . . . . . . . . . 10.5 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name o |
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| August 29, 2016 |
COLUMBIA ACORN TRUST Item 77I/77Q1(d) - TERMS OF NEW OR AMENDED SECURITIES: On April 29, 2016, a Form Type 485(b), Accession No. |
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| August 29, 2016 |
77E. Information Regarding Pending and Settled Legal Proceedings 77E. Information Regarding Pending and Settled Legal Proceedings Ameriprise Financial and certain of its affiliates have historically been involved in a number of legal, arbitration and regulatory proceedings, including routine litigation, class actions, and governmental actions, concerning matters arising in connection with the conduct of their business activities. Ameriprise Financial believes t |
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| August 29, 2016 |
COLUMBIA ACORN TRUST Item 77I/77Q1(d) - TERMS OF NEW OR AMENDED SECURITIES: On April 29, 2016, a Form Type 485(b), Accession No. |
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| August 29, 2016 |
77E. Information Regarding Pending and Settled Legal Proceedings 77E. Information Regarding Pending and Settled Legal Proceedings Ameriprise Financial and certain of its affiliates have historically been involved in a number of legal, arbitration and regulatory proceedings, including routine litigation, class actions, and governmental actions, concerning matters arising in connection with the conduct of their business activities. Ameriprise Financial believes t |
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| August 29, 2016 |
N-SAR Item 77H: Change in Control of Registrant N-SAR Item 77H: Change in Control of Registrant Below are the persons presumed to control Registrant?s series because such person owns more than 25% of a series based on the records of the series. |
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| August 29, 2016 |
N-SAR Item 77H: Change in Control of Registrant N-SAR Item 77H: Change in Control of Registrant Below are the persons presumed to control Registrant?s series because such person owns more than 25% of a series based on the records of the series. |
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| May 27, 2016 |
I, John M. Kunka, certify that: Exhibit 99.CERT I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covere |
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| May 27, 2016 |
OMB APPROVAL OMB Number: 3235-0578 Expires: March 31, 2019 UNITED STATES Estimated average burden hours per response . |
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| February 26, 2016 |
77E. Information Regarding Pending and Settled Legal Proceedings 77E. Information Regarding Pending and Settled Legal Proceedings Ameriprise Financial and certain of its affiliates have historically been involved in a number of legal, arbitration and regulatory proceedings, including routine litigation, class actions, and governmental actions, concerning matters arising in connection with the conduct of their business activities. Ameriprise Financial believes t |
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| February 26, 2016 |
EXHIBIT 77H N-SAR Item 77H: Change in Control of Registrant Below are the persons presumed to control Registrant’s series because such person owns more than 25% of a series based on the records of the series. |
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| February 26, 2016 |
Report of Independent Registered Public Accounting Firm Report of Independent Registered Public Accounting Firm To the Board of Trustees and Shareholders of Columbia Acorn Trust: In planning and performing our audit of the financial statements of Columbia Acorn Fund, Columbia Acorn International, Columbia Acorn USA, Columbia Acorn International Select, Columbia Acorn Select, Columbia Thermostat Fund, Columbia Acorn Emerging Markets Fund, and Columbia A |
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| November 25, 2015 |
OMB APPROVAL OMB Number: 3235-0578 Expires: January 31, 2016 UNITED STATES Estimated average burden hours per response . |
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| November 25, 2015 |
I, John M. Kunka, certify that: Exhibit 99.CERT I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covere |
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| August 27, 2015 |
77E. Information Regarding Pending and Settled Legal Proceedings 77E. Information Regarding Pending and Settled Legal Proceedings Ameriprise Financial and certain of its affiliates have historically been involved in a number of legal, arbitration and regulatory proceedings, including routine litigation, class actions, and governmental actions, concerning matters arising in connection with the conduct of their business activities. Ameriprise Financial believes t |
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| August 27, 2015 |
PROXY VOTING RESULTS Results of Special Meeting of Shareholders (UNAUDITED) A Special Meeting of Shareholders of Columbia Acorn Trust (the Trust), was held on February 27, 2015 to ask shareholders to vote in favor of the election of nine nominated trustees to the Board. |
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| May 29, 2015 |
I, John M. Kunka, certify that: Exhibit 99.CERT I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covere |
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| May 29, 2015 |
OMB APPROVAL OMB Number: 3235-0578 Expires: January 16, 2016 UNITED STATES Estimated average burden hours per response. |
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| February 27, 2015 |
Report of Independent Registered Public Accounting Firm EXHIBIT 77B Report of Independent Registered Public Accounting Firm To the Board of Trustees and Shareholders of Columbia Acorn Trust: In planning and performing our audit of the financial statements of Columbia Acorn Fund, Columbia Acorn International, Columbia Acorn USA, Columbia Acorn International Select, Columbia Acorn Select, Columbia Thermostat Fund, Columbia Acorn Emerging Markets Fund, an |
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| February 27, 2015 |
EXHIBIT 77E Exhibit 77E Ameriprise Financial and certain of its affiliates have historically been involved in a number of legal, arbitration and regulatory proceedings, including routine litigation, class actions, and governmental actions, concerning matters arising in connection with the conduct of their business activities. |
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| February 27, 2015 |
N-SAR Item 77H: Change in Control of Registrant EXHIBIT 77H N-SAR Item 77H: Change in Control of Registrant Below are the persons presumed to control Registrant’s series because such person owns more than 25% of a series based on the records of the series. |
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| January 15, 2015 |
Columbia Acorn Trust DEF 14A - - COLUMBIA ACORN TRUST Table of Contents SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement. |
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| November 26, 2014 |
OMB APPROVAL OMB Number: 3235-0578 Expires: January 16, 2016 UNITED STATES Estimated average burden hours per response. |
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| November 26, 2014 |
I, John M. Kunka, certify that: Exhibit 99.CERT I, John M. Kunka, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covere |
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| August 29, 2014 |
Item 77I/77Q1(d) - Terms of new or amended securities: Exhibit 77I Exhibit 77I Item 77I/77Q1(d) - Terms of new or amended securities: Columbia Acorn Trust On April 30, 2014, a Form Type 485(b), Accession No. |
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| August 29, 2014 |
77E Information Regarding Pending and Settled Legal Proceedings Exhibit 77E Exhibit 77E 77E Information Regarding Pending and Settled Legal Proceedings In December 2005, without admitting or denying the allegations, American Express Financial Corporation (AEFC, which is now known as Ameriprise Financial, Inc. |
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| May 29, 2014 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| May 29, 2014 |
Quarterly Schedule of Portfolio Holdings - N-Q N-Q 1 a14-79782nq.htm N-Q OMB APPROVAL OMB Number: 3235-0578 Expires: January 16, 2016 UNITED STATES Estimated average burden hours per response. . . . . . . . . . . . 10.5 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact na |
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| November 27, 2013 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| November 27, 2013 |
Quarterly Schedule of Portfolio Holdings - N-Q OMB APPROVAL OMB Number: 3235-0578 Expires: January 16, 2016 UNITED STATES Estimated average burden hours per response. |
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| July 29, 2013 |
COLUMBIA ACORN TRUST COLUMBIA ACORN TRUST 227 West Monroe Street, Suite 3000 Chicago, Illinois 60606 July 26, 2013 Ms. |
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| May 29, 2013 |
Quarterly Schedule of Portfolio Holdings - N-Q OMB APPROVAL OMB Number: 3235-0578 Expires: January 31, 2016 UNITED STATES Estimated average burden hours per response. |
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| May 29, 2013 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| November 28, 2012 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| November 28, 2012 |
Quarterly Schedule of Portfolio Holdings - N-Q OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2013 UNITED STATES Estimated average burden hours per response. |
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| May 29, 2012 |
Quarterly Schedule of Portfolio Holdings - N-Q OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2013 UNITED STATES Estimated average burden hours per response. |
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| May 29, 2012 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| November 29, 2011 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| November 29, 2011 |
OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2013 UNITED STATES Estimated average burden hours per response. |
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| August 17, 2011 |
Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 Mary C. Moynihan PHONE: (202) 654-6254 FAX: (202) 654-9697 EMAIL: [email protected] August 17, 2011 VIA EDGAR U.S. Securities and Exchange Commission Division of Investment Management 100 F Street, N.E. Washington, D.C. 20549 Attn: Ms. Deborah O’Neal Johnson Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 Dear Ms. Johnson: We are writing to respond |
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| June 3, 2011 |
Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 Mary C. Moynihan PHONE: (202) 654-6254 FAX: (202) 654-9697 EMAIL: [email protected] June 3, 2011 BY EDGAR Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549-1004 Columbia Acorn Trust 1933 Act Registration No. 2-34223 1940 Act Registration No. 811-1829 On behalf of Columbia Acorn Trust (the “Trust”), we are transmitting for filing under the Securities Act of 1933 ( |
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| May 26, 2011 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2013 Estimated average burden hours per response........5.6 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) 225 |
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| May 26, 2011 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| December 22, 2010 |
SEC Response Letter ROPES & GRAY LLP PRUDENTIAL TOWER 800 BOYLSTON STREET BOSTON, MA 02199-3600 WWW. |
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| November 24, 2010 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| November 24, 2010 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2013 Estimated average burden hours per response. . . . 5.6 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) One |
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| November 16, 2010 |
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Consent of Independent Registered Public Accounting Firm(PricewaterhouseCoopers) CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM We hereby consent to the incorporation by reference in this Registration Statement on Form N-14 of our report dated February 18, 2010, relating to the financial statements and financial highlights which appear in the December 31, 2009 Annual Report to Shareholders of Columbia Acorn International, which is also incorporated by reference into the Registration Statement. |
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| November 16, 2010 |
SEC Cover Letter November 15, 2010 Scott R. Plummer 5228 Ameriprise Financial Center Minneapolis, MN 55474 (612) 671-1947 VIA EDGAR Securities and Exchange Commission 100 F Street N.E. Washington, DC 20549-1004 Attn: Patsy Mengiste Re: Columbia Acorn Trust (the “Registrant”); File No. 811-01829 Dear Ms. Mengiste: On behalf of the Registrant, electronically transmitted herewith is the Registrant’s |
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| November 16, 2010 |
Filing by Columbia Acorn Trust pursuant to Rule 425 under the Securities Act of 1933, and deemed filed under Rule 14a-12(b) under the Securities Exchange Act of 1934. |
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| November 16, 2010 |
Agreement and Plan of Reorganization Form of Agreement and Plan of Reorganization Agreement and Plan of Reorganization THIS AGREEMENT AND PLAN OF REORGANIZATION dated as of 2010, is by and among RiverSource International Managers Series, Inc. |
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| November 16, 2010 |
Consent of Independent Registered Public Accounting Firm Consent of Independent Registered Public Accounting Firm (Ernst & Young LLP) Consent of Independent Registered Public Accounting Firm We consent to the reference to our firm under the caption “Independent Registered Public Accounting Firms” in the Statement of Additional Information and to the incorporation by reference of our reports dated December 21, 2009 with respect to the financial statements and financial highlights of RiverSource Partners International Select Growth Fund and RiverSource Partners International Small Cap Fund included in the Annual Reports for the year ended October 31, 2009 incorporated by reference into the Registration Statement (Form N-14) as filed with the Securities and Exchange Commission. |
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| November 16, 2010 |
Table of Contents AS FILED ELECTRONICALLY WITH THE SECURITIES AND EXCHANGE COMMISSION ON NOVEMBER 16, 2010 SECURITIES ACT FILE NO. |
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| November 16, 2010 |
Opinion and Consent of Counsel November 15, 2010 Columbia Acorn Trust 227 West Monroe Street, Suite 3000 Chicago, Illinois 60606 Ladies and Gentlemen: We have acted as counsel to Columbia Acorn Trust, a business trust formed under the laws of the Commonwealth of Massachusetts (the “Trust”), in connection with the filing with the Securities and Exchange Commission (the “SEC”) of the Trust’s registration statement on Form N-14 relating to the acquisition by Columbia Acorn International, a series of the Trust (the “Acquiring Fund”), of RiverSource Partners International Select Growth Fund and RiverSource Partners International Small Cap Fund (the “Acquired Funds”), each a series of RiverSource International Managers Series, Inc. |
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| May 26, 2010 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2013 Estimated average burden hours per response. . . . 5.6 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) 506 |
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| May 26, 2010 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| May 5, 2010 |
SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement. |
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| April 22, 2010 |
SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement. |
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| April 19, 2010 |
SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Table of Contents SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement. |
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| February 26, 2010 |
SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 PRE 14A 1 dpre14a.htm COLUMBIA ACORN TRUST Table of Contents SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: x Preliminary Proxy Statement. ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)). ¨ Definitive Proxy Statement. ¨ D |
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| November 24, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2010 Estimated average burden hours per response........21.09 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) O |
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| November 24, 2009 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| May 26, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2010 Estimated average burden hours per response........21.09 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) O |
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| May 26, 2009 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| November 25, 2008 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| November 25, 2008 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: April 30, 2010 Estimated average burden hours per response........21.09 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) O |
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| May 23, 2008 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: May 31, 2008 Estimated average burden hours per response........21.09 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) One |
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| May 23, 2008 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covere |
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| November 26, 2007 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) One Financial Center, Boston, Massachusetts 02111 (Address of principal executive offices) (Zip code) James R. Bordew |
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| November 26, 2007 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period cover |
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| May 29, 2007 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: May 31, 2007 Estimated average burden hours per response........21.09 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) One |
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| May 29, 2007 |
I, Bruce H. Lauer, certify that: Exhibit 99.CERT I, Bruce H. Lauer, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covere |
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| November 29, 2006 |
I, Charles P. McQuaid, certify that: Exhibit 99.CERT I, Charles P. McQuaid, certify that: 1. I have reviewed this report on Form N-Q of Columbia Acorn Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period c |
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| November 29, 2006 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: May 31, 2007 Estimated average burden hours per response........21.09 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-01829 Columbia Acorn Trust (Exact name of registrant as specified in charter) One |
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| May 14, 2004 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 10)* Comarco, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 200080109 (CUSIP Number) April 30, 2004 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is |
