Cannell & Spears’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Cannell & Spears’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
2018 Q4	–	Sell	-10,420	Closed	-$232K	–	167
2018 Q3	$232K	Hold	10,420	–	–	0.03%	155
2018 Q2	$254K	Hold	10,420	–	–	0.03%	146
2018 Q1	$276K	Hold	10,420	–	–	0.04%	138
2017 Q4	$293K	Hold	10,420	–	–	0.04%	139
2017 Q3	$287K	Hold	10,420	–	–	0.03%	123
2017 Q2	$272K	Hold	10,420	–	–	0.03%	121
2017 Q1	$259K	Hold	10,420	–	–	0.03%	113
2016 Q4	$231K	Buy	+10,420	New	+$242K	0.03%	119
2016 Q3	–	Sell	-22,630	Closed	-$525K	–	130
2016 Q2	$525K	Hold	22,630	–	–	0.07%	73
2016 Q1	$511K	Sell	22,630 -3,895	-15%	-$79.8K	0.06%	77
2015 Q4	$564K	Hold	26,525	–	–	0.06%	77
2015 Q3	$576K	Sell	26,525 -16,985	-39%	-$402K	0.07%	80
2015 Q2	$1.13M	Sell	43,510 -6,395	-13%	-$172K	0.13%	63
2015 Q1	$1.32M	Hold	49,905	–	–	0.16%	58
2014 Q4	$1.26M	Buy	49,905 +3,605	+8%	+$94.4K	0.14%	66
2014 Q3	$1.21M	Buy	46,300 +24,010	+108%	+$674K	0.15%	63
2014 Q2	$618K	Buy	+22,290	New	+$606K	0.07%	81

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

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

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

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

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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

Cannell & Spears's ECON Position: Q4 2018 in Review

Cannell & Spears sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2018, closing a stake of 10,420 shares — an estimated $232K sold.

Cannell & Spears first reported a position in ECON in Q2 2014 and held it in 17 quarters. The position peaked at $1.32M in Q1 2015. 78 funds tracked by Wall St. Rank hold ECON as of Q4 2018.

Cannell & Spears reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2018 after selling out during the quarter.
Cannell & Spears sold 10,420 Columbia Emerging Markets Consumer ETF shares in Q4 2018, an estimated $232K.
Cannell & Spears first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2014 and held it in 17 quarters.
Cannell & Spears's Columbia Emerging Markets Consumer ETF position peaked at $1.32M in Q1 2015.
78 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2018.

Based on Cannell & Spears's 13F filing for Q4 2018, filed 13 Feb 2019.