Baldwin Wealth Partners’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Baldwin Wealth Partners’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	-23,700	Closed	-$588K	–	516
2016 Q3	$588K	Hold	23,700	–	–	0.11%	114
2016 Q2	$550K	Hold	23,700	–	–	0.11%	107
2016 Q1	$536K	Sell	23,700 -815	-3%	-$16.7K	0.1%	141
2015 Q4	$521K	Hold	24,515	–	–	0.08%	155
2015 Q3	$532K	Hold	24,515	–	–	0.09%	160
2015 Q2	$639K	Hold	24,515	–	–	0.09%	156
2015 Q1	$648K	Sell	24,515 -700	-3%	-$18.1K	0.1%	152
2014 Q4	$639K	Buy	25,215 +12,500	+98%	+$327K	0.09%	158
2014 Q3	$334K	Buy	12,715 +815	+7%	+$22.9K	0.05%	202
2014 Q2	$330K	Hold	11,900	–	–	0.05%	192
2014 Q1	$316K	Buy	+11,900	New	+$301K	0.05%	194

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

Baldwin Wealth Partners's ECON Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2016, closing a stake of 23,700 shares — an estimated $588K sold.

Baldwin Wealth Partners first reported a position in ECON in Q1 2014 and held it in 11 quarters. The position peaked at $648K in Q1 2015. 95 funds tracked by Wall St. Rank hold ECON as of Q4 2016.

Baldwin Wealth Partners reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2016 after selling out during the quarter.
Baldwin Wealth Partners sold 23,700 Columbia Emerging Markets Consumer ETF shares in Q4 2016, an estimated $588K.
Baldwin Wealth Partners first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2014 and held it in 11 quarters.
Baldwin Wealth Partners's Columbia Emerging Markets Consumer ETF position peaked at $648K in Q1 2015.
95 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.