AmeriServ Wealth Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

AmeriServ Wealth Advisors’s Portfolio ECON Stock Details ECON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,200	Closed	-$31K	–	81
2015 Q2	$31K	Buy	+1,200	New	+$32.4K	0.04%	105
2014 Q2	–	Sell	-8,400	Closed	-$223K	–	122
2014 Q1	$223K	Sell	8,400 -11,300	-57%	-$285K	0.22%	117
2013 Q4	$530K	Sell	19,700 -3,100	-14%	-$83.4K	0.32%	96
2013 Q3	$614K	Sell	22,800 -560	-2%	-$14.6K	0.39%	76
2013 Q2	$603K	Buy	+23,360	New	+$619K	0.39%	76

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

AmeriServ Wealth Advisors's ECON Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2015, closing a stake of 1,200 shares — an estimated $31K sold.

AmeriServ Wealth Advisors first reported a position in ECON in Q2 2013 and held it in 5 quarters. The position peaked at $614K in Q3 2013. 96 funds tracked by Wall St. Rank hold ECON as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,200 Columbia Emerging Markets Consumer ETF shares in Q3 2015, an estimated $31K.
AmeriServ Wealth Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2013 and held it in 5 quarters.
AmeriServ Wealth Advisors's Columbia Emerging Markets Consumer ETF position peaked at $614K in Q3 2013.
96 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.