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

Cornerstone 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
2018
Q4 		– Sell
-22,927
Closed -$811K – 545
2018
Q3 		$811K Buy
22,927
+6,212
+37% +$147K 0.01% 764
2018
Q2 		$691K Buy
+16,715
New +$429K 0.01% 897

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cornerstone Wealth Management's ECON Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2018, closing a stake of 22,927 shares — an estimated $811K sold.

Cornerstone Wealth Management first reported a position in ECON in Q2 2018 and held it in 2 quarters. The position peaked at $811K in Q3 2018. 78 funds tracked by Wall St. Rank hold ECON as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 22,927 Columbia Emerging Markets Consumer ETF shares in Q4 2018, an estimated $811K.
  • Cornerstone Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $811K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.