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Capital Investment Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Capital Investment Advisors’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
2021
Q3 		– Sell
-8,364
Closed -$236K – 581
2021
Q2 		$236K Sell
8,364
-350
-4% -$9.7K 0.01% 509
2021
Q1 		$243K Hold
8,714
– – 0.01% 478
2020
Q4 		$246K Buy
8,714
+4
+0% +$107 0.01% 452
2020
Q3 		$218K Buy
+8,710
New +$216K 0.01% 457
2020
Q2 		– Sell
-12,052
Closed -$235K – 507
2020
Q1 		$235K Sell
12,052
-1,390
-10% -$31K 0.02% 385
2019
Q4 		$316K Buy
13,442
+1,178
+10% +$26.8K 0.02% 394
2019
Q3 		$269K Sell
12,264
-165
-1% -$3.65K 0.01% 410
2019
Q2 		$284K Sell
12,429
-300
-2% -$6.75K 0.02% 398
2019
Q1 		$287K Buy
12,729
+1,260
+11% +$28K 0.02% 382
2018
Q4 		$234K Sell
11,469
-703
-6% -$14.7K 0.02% 415
2018
Q3 		$271K Hold
12,172
– – 0.02% 408
2018
Q2 		$297K Sell
12,172
-825
-6% -$21.2K 0.02% 389
2018
Q1 		$344K Sell
12,997
-1,079
-8% -$30.2K 0.02% 363
2017
Q4 		$396K Sell
14,076
-525
-4% -$14.6K 0.03% 334
2017
Q3 		$402K Hold
14,601
– – 0.03% 321
2017
Q2 		$381K Sell
14,601
-410
-3% -$10.7K 0.03% 325
2017
Q1 		$373K Sell
15,011
-484
-3% -$11.6K 0.03% 328
2016
Q4 		$343K Sell
15,495
-4,448
-22% -$103K 0.03% 329
2016
Q3 		$495K Sell
19,943
-2,560
-11% -$63.1K 0.04% 264
2016
Q2 		$523K Sell
22,503
-950
-4% -$21.2K 0.05% 251
2016
Q1 		$530K Buy
23,453
+383
+2% +$7.85K 0.05% 247
2015
Q4 		$490K Sell
23,070
-6,520
-22% -$149K 0.05% 249
2015
Q3 		$643K Sell
29,590
-6,463
-18% -$153K 0.07% 203
2015
Q2 		$940K Sell
36,053
-2,030
-5% -$54.7K 0.1% 178
2015
Q1 		$1.01M Buy
38,083
+6,490
+21% +$168K 0.11% 177
2014
Q4 		$801K Buy
31,593
+15,457
+96% +$405K 0.09% 194
2014
Q3 		$423K Buy
+16,136
New +$453K 0.05% 244

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Capital Investment Advisors's ECON Position: Q3 2021 in Review

Capital Investment Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2021, closing a stake of 8,364 shares — an estimated $236K sold.

Capital Investment Advisors first reported a position in ECON in Q3 2014 and held it in 27 quarters. The position peaked at $1.01M in Q1 2015. 40 funds tracked by Wall St. Rank hold ECON as of Q3 2021.

  • Capital Investment Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Investment Advisors sold 8,364 Columbia Emerging Markets Consumer ETF shares in Q3 2021, an estimated $236K.
  • Capital Investment Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2014 and held it in 27 quarters.
  • Capital Investment Advisors's Columbia Emerging Markets Consumer ETF position peaked at $1.01M in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2021.

Based on Capital Investment Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.