Boston Private Bank & Trust’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Boston Private Bank & Trust’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 Q1	–	Sell	-2,000	Closed	-$51K	–	1081
2014 Q4	$51K	Buy	+2,000	New	+$52.4K	﹤0.01%	569
2014 Q2	–	Sell	-2,950	Closed	-$78K	–	998
2014 Q1	$78K	Buy	2,950 +174	+6%	+$4.39K	﹤0.01%	520
2013 Q4	$75K	Hold	2,776	–	–	﹤0.01%	529
2013 Q3	$75K	Buy	2,776 +926	+50%	+$24.2K	﹤0.01%	506
2013 Q2	$48K	Buy	+1,850	New	+$49K	﹤0.01%	547

Other funds holding ECON

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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

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

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

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

USAA

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

PVH

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

Boston Private Bank & Trust's ECON Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2015, closing a stake of 2,000 shares — an estimated $51K sold.

Boston Private Bank & Trust first reported a position in ECON in Q2 2013 and held it in 5 quarters. The position peaked at $78K in Q1 2014. 105 funds tracked by Wall St. Rank hold ECON as of Q1 2015.

Boston Private Bank & Trust reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2015 after selling out during the quarter.
Boston Private Bank & Trust sold 2,000 Columbia Emerging Markets Consumer ETF shares in Q1 2015, an estimated $51K.
Boston Private Bank & Trust first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2013 and held it in 5 quarters.
Boston Private Bank & Trust's Columbia Emerging Markets Consumer ETF position peaked at $78K in Q1 2014.
105 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.