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

Cypress Wealth 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
2017 Q2	–	Sell	-9,985	Closed	-$248K	–	116
2017 Q1	$248K	Hold	9,985	–	–	0.11%	165
2016 Q4	$221K	Hold	9,985	–	–	0.1%	183
2016 Q3	$248K	Hold	9,985	–	–	0.11%	156
2016 Q2	$232K	Sell	9,985 -8,335	-45%	-$186K	0.11%	153
2016 Q1	$414K	Hold	18,320	–	–	0.19%	110
2015 Q4	$389K	Sell	18,320 -1,949	-10%	-$44.6K	0.2%	104
2015 Q3	$440K	Hold	20,269	–	–	0.24%	99
2015 Q2	$528K	Buy	+20,269	New	+$547K	0.31%	82

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Cypress Wealth Advisors's ECON Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2017, closing a stake of 9,985 shares — an estimated $248K sold.

Cypress Wealth Advisors first reported a position in ECON in Q2 2015 and held it in 8 quarters. The position peaked at $528K in Q2 2015. 86 funds tracked by Wall St. Rank hold ECON as of Q2 2017.

Cypress Wealth Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 9,985 Columbia Emerging Markets Consumer ETF shares in Q2 2017, an estimated $248K.
Cypress Wealth Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's Columbia Emerging Markets Consumer ETF position peaked at $528K in Q2 2015.
86 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.