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Cumberland Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Cumberland Advisors’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
2013
Q4 		– Sell
-69,100
Closed -$1.86M – 33
2013
Q3 		$1.86M Buy
+69,100
New +$1.8M 1.1% 28

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Cumberland Advisors's ECON Position: Q4 2013 in Review

Cumberland Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2013, closing a stake of 69,100 shares — an estimated $1.86M sold.

Cumberland Advisors first reported a position in ECON in Q3 2013 and held it in 1 quarter. The position peaked at $1.86M in Q3 2013. 94 funds tracked by Wall St. Rank hold ECON as of Q4 2013.

  • Cumberland Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2013 after selling out during the quarter.
  • Cumberland Advisors sold 69,100 Columbia Emerging Markets Consumer ETF shares in Q4 2013, an estimated $1.86M.
  • Cumberland Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2013 and held it in 1 quarter.
  • Cumberland Advisors's Columbia Emerging Markets Consumer ETF position peaked at $1.86M in Q3 2013.
  • 94 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2013.

Based on Cumberland Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.