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

Concert Wealth 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
-160
Closed -$4K – 567
2016
Q3 		$4K Buy
+160
New +$3.94K ﹤0.01% 974

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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
NA
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

Concert Wealth Management's ECON Position: Q4 2016 in Review

Concert Wealth Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2016, closing a stake of 160 shares — an estimated $4K sold.

Concert Wealth Management first reported a position in ECON in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 95 funds tracked by Wall St. Rank hold ECON as of Q4 2016.

  • Concert Wealth Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 160 Columbia Emerging Markets Consumer ETF shares in Q4 2016, an estimated $4K.
  • Concert Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $4K in Q3 2016.
  • 95 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.