Analyst IMS Investment Management Services’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Analyst IMS Investment Management Services’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
2016 Q4	–	Sell	-9,646	Closed	-$240K	–	104
2016 Q3	$240K	Buy	+9,646	New	+$238K	0.1%	94
2015 Q2	–	Sell	-8,103	Closed	-$214K	–	99
2015 Q1	$214K	Buy	+8,103	New	+$209K	0.08%	97

Other funds holding ECON

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

PVH

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Analyst IMS Investment Management Services's ECON Position: Q4 2016 in Review

Analyst IMS Investment Management Services sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2016, closing a stake of 9,646 shares — an estimated $240K sold.

Analyst IMS Investment Management Services first reported a position in ECON in Q1 2015 and held it in 2 quarters. The position peaked at $240K in Q3 2016. 95 funds tracked by Wall St. Rank hold ECON as of Q4 2016.

Analyst IMS Investment Management Services reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2016 after selling out during the quarter.
Analyst IMS Investment Management Services sold 9,646 Columbia Emerging Markets Consumer ETF shares in Q4 2016, an estimated $240K.
Analyst IMS Investment Management Services first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2015 and held it in 2 quarters.
Analyst IMS Investment Management Services's Columbia Emerging Markets Consumer ETF position peaked at $240K in Q3 2016.
95 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2016.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2016, filed 9 Feb 2017.