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Chilton Capital Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Chilton Capital Management’s Portfolio RECS Stock Details RECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-62
Closed -$2.1K – 655
2024
Q3 		$2.1K Buy
+62
New +$2.03K ﹤0.01% 601

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Chilton Capital Management's RECS Position: Q4 2024 in Review

Chilton Capital Management sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2024, closing a stake of 62 shares — an estimated $2.1K sold.

Chilton Capital Management first reported a position in RECS in Q3 2024 and held it in 1 quarter. The position peaked at $2.1K in Q3 2024. 108 funds tracked by Wall St. Rank hold RECS as of Q4 2024.

  • Chilton Capital Management reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2024 after selling out during the quarter.
  • Chilton Capital Management sold 62 Columbia Research Enhanced Core ETF shares in Q4 2024, an estimated $2.1K.
  • Chilton Capital Management first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and held it in 1 quarter.
  • Chilton Capital Management's Columbia Research Enhanced Core ETF position peaked at $2.1K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2024.

Based on Chilton Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.