Asset Dedication LLC’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Asset Dedication LLC’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
2019 Q2	–	Sell	-61	Closed	-$1K	–	593
2019 Q1	$1K	Buy	+61	New	+$1.36K	﹤0.01%	599
2018 Q4	–	Sell	-700	Closed	-$16K	–	604
2018 Q3	$16K	Hold	700	–	–	0.01%	385
2018 Q2	$17K	Hold	700	–	–	0.01%	389
2018 Q1	$19K	Buy	+700	New	+$19.6K	0.01%	322

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

FFW

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

Asset Dedication LLC's ECON Position: Q2 2019 in Review

Asset Dedication LLC sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2019, closing a stake of 61 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in ECON in Q1 2018 and held it in 4 quarters. The position peaked at $19K in Q1 2018. 75 funds tracked by Wall St. Rank hold ECON as of Q2 2019.

Asset Dedication LLC reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2019 after selling out during the quarter.
Asset Dedication LLC sold 61 Columbia Emerging Markets Consumer ETF shares in Q2 2019, an estimated $1K.
Asset Dedication LLC first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2018 and held it in 4 quarters.
Asset Dedication LLC's Columbia Emerging Markets Consumer ETF position peaked at $19K in Q1 2018.
75 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2019.

Based on Asset Dedication LLC's 13F filing for Q2 2019, filed 23 Jul 2019.