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GM Advisory Group’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

GM Advisory Group’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
2014
Q3 		– Sell
-8,286
Closed -$230K – 81
2014
Q2 		$230K Hold
8,286
– – 0.2% 62
2014
Q1 		$228K Sell
8,286
-1,848
-18% -$46.7K 0.18% 67
2013
Q4 		$272K Buy
+10,134
New +$273K 0.28% 48

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

GM Advisory Group's ECON Position: Q3 2014 in Review

GM Advisory Group sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2014, closing a stake of 8,286 shares — an estimated $230K sold.

GM Advisory Group first reported a position in ECON in Q4 2013 and held it in 3 quarters. The position peaked at $272K in Q4 2013. 101 funds tracked by Wall St. Rank hold ECON as of Q3 2014.

  • GM Advisory Group reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2014 after selling out during the quarter.
  • GM Advisory Group sold 8,286 Columbia Emerging Markets Consumer ETF shares in Q3 2014, an estimated $230K.
  • GM Advisory Group first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2013 and held it in 3 quarters.
  • GM Advisory Group's Columbia Emerging Markets Consumer ETF position peaked at $272K in Q4 2013.
  • 101 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2014.

Based on GM Advisory Group's 13F filing for Q3 2014, filed 10 Nov 2014.