Colorado Capital Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Colorado Capital Management’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
2016 Q4	–	Sell	-8,829	Closed	-$219K	–	69
2016 Q3	$219K	Buy	+8,829	New	+$218K	0.2%	60
2016 Q2	–	Sell	-11,310	Closed	-$255K	–	64
2016 Q1	$255K	Sell	11,310 -2,482	-18%	-$50.8K	0.26%	55
2015 Q4	$293K	Buy	+13,792	New	+$316K	0.32%	51

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

PVH

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

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Colorado Capital Management's ECON Position: Q4 2016 in Review

Colorado Capital Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2016, closing a stake of 8,829 shares — an estimated $219K sold.

Colorado Capital Management first reported a position in ECON in Q4 2015 and held it in 3 quarters. The position peaked at $293K in Q4 2015. 95 funds tracked by Wall St. Rank hold ECON as of Q4 2016.

Colorado Capital Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2016 after selling out during the quarter.
Colorado Capital Management sold 8,829 Columbia Emerging Markets Consumer ETF shares in Q4 2016, an estimated $219K.
Colorado Capital Management first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2015 and held it in 3 quarters.
Colorado Capital Management's Columbia Emerging Markets Consumer ETF position peaked at $293K in Q4 2015.
95 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2016.

Based on Colorado Capital Management's 13F filing for Q4 2016, filed 23 Jan 2017.