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

Cobiz Wealth’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
2013
Q3 		– Sell
-125
Closed -$3K – 183
2013
Q2 		$3K Buy
+125
New +$3.31K ﹤0.01% 340

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Cobiz Wealth's ECON Position: Q3 2013 in Review

Cobiz Wealth sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2013, closing a stake of 125 shares — an estimated $3K sold.

Cobiz Wealth first reported a position in ECON in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 73 funds tracked by Wall St. Rank hold ECON as of Q3 2013.

  • Cobiz Wealth reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 125 Columbia Emerging Markets Consumer ETF shares in Q3 2013, an estimated $3K.
  • Cobiz Wealth first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Columbia Emerging Markets Consumer ETF position peaked at $3K in Q2 2013.
  • 73 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.