FPFS
ECON icon

First Personal Financial Services’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

First Personal Financial Services’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
2015
Q2 		– Sell
-7,668
Closed -$203K – 486
2015
Q1 		$203K Sell
7,668
-1,034
-12% -$26.7K 0.12% 112
2014
Q4 		$220K Buy
+8,702
New +$228K 0.13% 112

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

First Personal Financial Services's ECON Position: Q2 2015 in Review

First Personal Financial Services sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2015, closing a stake of 7,668 shares — an estimated $203K sold.

First Personal Financial Services first reported a position in ECON in Q4 2014 and held it in 2 quarters. The position peaked at $220K in Q4 2014. 100 funds tracked by Wall St. Rank hold ECON as of Q2 2015.

  • First Personal Financial Services reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 7,668 Columbia Emerging Markets Consumer ETF shares in Q2 2015, an estimated $203K.
  • First Personal Financial Services first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Columbia Emerging Markets Consumer ETF position peaked at $220K in Q4 2014.
  • 100 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.