Concourse Financial Group Securities’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Concourse Financial Group Securities’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
2020 Q2	–	Sell	-800	Closed	-$17K	–	2117
2020 Q1	$16K	Hold	800	–	–	﹤0.01%	1316
2019 Q4	$19K	Buy	+800	New	+$18.2K	﹤0.01%	1260
2019 Q3	–	Sell	-787	Closed	-$17.4K	–	1846
2019 Q2	$18K	Hold	787	–	–	﹤0.01%	1281
2019 Q1	$17K	Hold	787	–	–	﹤0.01%	1316
2018 Q4	$16K	Buy	+787	New	+$16.4K	﹤0.01%	1242

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FFW

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Concourse Financial Group Securities's ECON Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2020, closing a stake of 800 shares — an estimated $17K sold.

Concourse Financial Group Securities first reported a position in ECON in Q4 2018 and held it in 5 quarters. The position peaked at $19K in Q4 2019. 54 funds tracked by Wall St. Rank hold ECON as of Q2 2020.

Concourse Financial Group Securities reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 800 Columbia Emerging Markets Consumer ETF shares in Q2 2020, an estimated $17K.
Concourse Financial Group Securities first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2018 and held it in 5 quarters.
Concourse Financial Group Securities's Columbia Emerging Markets Consumer ETF position peaked at $19K in Q4 2019.
54 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.