Creative Planning’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,212
| Closed | -$250K | – | 2703 |
|
|
2023
Q1 | $250K | Buy |
12,212
+1,153
| +10% | +$23.8K | ﹤0.01% | 1954 |
|
|
2022
Q4 | $218K | Sell |
11,059
-1,289
| -10% | -$24.8K | ﹤0.01% | 1969 |
|
|
2022
Q3 | $237K | Hold |
12,348
| – | – | ﹤0.01% | 1795 |
|
|
2022
Q2 | $265K | Sell |
12,348
-2,818
| -19% | -$58.8K | ﹤0.01% | 1700 |
|
|
2022
Q1 | $320K | Hold |
15,166
| – | – | ﹤0.01% | 1592 |
|
|
2021
Q4 | $363K | Sell |
15,166
-750
| -5% | -$18.9K | ﹤0.01% | 1491 |
|
|
2021
Q3 | $396K | Buy |
15,916
+68
| +0.4% | +$1.76K | ﹤0.01% | 1433 |
|
|
2021
Q2 | $447K | Sell |
15,848
-2,168
| -12% | -$60.1K | ﹤0.01% | 1347 |
|
|
2021
Q1 | $502K | Sell |
18,016
-612
| -3% | -$18.2K | ﹤0.01% | 1440 |
|
|
2020
Q4 | $525K | Sell |
18,628
-1,400
| -7% | -$37.4K | ﹤0.01% | 1280 |
|
|
2020
Q3 | $502K | Sell |
20,028
-1,267
| -6% | -$31.4K | ﹤0.01% | 1128 |
|
|
2020
Q2 | $486K | Sell |
21,295
-8,852
| -29% | -$188K | ﹤0.01% | 1049 |
|
|
2020
Q1 | $589K | Sell |
30,147
-2,871
| -9% | -$64.1K | ﹤0.01% | 866 |
|
|
2019
Q4 | $775K | Sell |
33,018
-5,675
| -15% | -$129K | ﹤0.01% | 904 |
|
|
2019
Q3 | $849K | Hold |
38,693
| – | – | ﹤0.01% | 833 |
|
|
2019
Q2 | $883K | Sell |
38,693
-4,045
| -9% | -$91.1K | ﹤0.01% | 804 |
|
|
2019
Q1 | $965K | Sell |
42,738
-3,525
| -8% | -$78.4K | ﹤0.01% | 748 |
|
|
2018
Q4 | $942K | Buy |
46,263
+120
| +0.3% | +$2.5K | ﹤0.01% | 694 |
|
|
2018
Q3 | $1.03M | Sell |
46,143
-1,696
| -4% | -$40.1K | ﹤0.01% | 753 |
|
|
2018
Q2 | $1.16M | Sell |
47,839
-520
| -1% | -$13.3K | ﹤0.01% | 668 |
|
|
2018
Q1 | $1.28M | Sell |
48,359
-2,814
| -5% | -$78.7K | 0.01% | 605 |
|
|
2017
Q4 | $1.44M | Sell |
51,173
-1,502
| -3% | -$41.6K | 0.01% | 560 |
|
|
2017
Q3 | $1.45M | Sell |
52,675
-2,754
| -5% | -$75.2K | 0.01% | 560 |
|
|
2017
Q2 | $1.45M | Sell |
55,429
-8,619
| -13% | -$225K | 0.01% | 544 |
|
|
2017
Q1 | $1.59M | Sell |
64,048
-12,767
| -17% | -$305K | 0.01% | 502 |
|
|
2016
Q4 | $1.7M | Sell |
76,815
-12,390
| -14% | -$288K | 0.01% | 450 |
|
|
2016
Q3 | $2.22M | Buy |
89,205
+87,657
| +5,663% | +$2.16M | 0.01% | 353 |
|
|
2016
Q2 | $36K | Buy |
1,548
+470
| +44% | +$10.5K | ﹤0.01% | 2369 |
|
|
2016
Q1 | $24K | Hold |
1,078
| – | – | ﹤0.01% | 2621 |
|
|
2015
Q4 | $23K | Sell |
1,078
-95
| -8% | -$2.17K | ﹤0.01% | 2737 |
|
|
2015
Q3 | $25K | Buy |
+1,173
| New | +$27.7K | ﹤0.01% | 2553 |
|
|
2015
Q2 | – | Sell |
-1,549
| Closed | -$41K | – | 1603 |
|
|
2015
Q1 | $41K | Sell |
1,549
-1,451
| -48% | -$37.5K | ﹤0.01% | 2158 |
|
|
2014
Q4 | $76K | Buy |
3,000
+2,000
| +200% | +$52.4K | ﹤0.01% | 1707 |
|
|
2014
Q3 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 2355 |
|
|
2014
Q2 | $28K | Sell |
1,000
-40,050
| -98% | -$1.09M | ﹤0.01% | 2273 |
|
|
2014
Q1 | $1.09M | Buy |
41,050
+40,050
| +4,005% | +$1.01M | 0.02% | 343 |
|
|
2013
Q4 | $27K | Buy |
+1,000
| New | +$26.9K | ﹤0.01% | 2011 |
|
Other funds holding ECON
Creative Planning's ECON Position: Q2 2023 in Review
Creative Planning sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2023, closing a stake of 12,212 shares — an estimated $250K sold.
Creative Planning first reported a position in ECON in Q4 2013 and held it in 37 quarters. The position peaked at $2.22M in Q3 2016. 30 funds tracked by Wall St. Rank hold ECON as of Q2 2023.
- Creative Planning reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2023 after selling out during the quarter.
- Creative Planning sold 12,212 Columbia Emerging Markets Consumer ETF shares in Q2 2023, an estimated $250K.
- Creative Planning first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2013 and held it in 37 quarters.
- Creative Planning's Columbia Emerging Markets Consumer ETF position peaked at $2.22M in Q3 2016.
- 30 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2023.
Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.