Grace Capital’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Grace Capital’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
2019 Q4	–	Sell	-5,000	Closed	-$110K	–	196
2019 Q3	$110K	Sell	5,000 -2,000	-29%	-$44.2K	0.11%	120
2019 Q2	$160K	Hold	7,000	–	–	0.08%	155
2019 Q1	$158K	Hold	7,000	–	–	0.06%	172
2018 Q4	$143K	Buy	7,000 +2,000	+40%	+$41.7K	0.07%	176
2018 Q3	$111K	Sell	5,000 -2,000	-29%	-$47.2K	0.04%	178
2018 Q2	$172K	Buy	+7,000	New	+$180K	0.07%	170

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Grace Capital's ECON Position: Q4 2019 in Review

Grace Capital sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2019, closing a stake of 5,000 shares — an estimated $110K sold.

Grace Capital first reported a position in ECON in Q2 2018 and held it in 6 quarters. The position peaked at $172K in Q2 2018. 68 funds tracked by Wall St. Rank hold ECON as of Q4 2019.

Grace Capital reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2019 after selling out during the quarter.
Grace Capital sold 5,000 Columbia Emerging Markets Consumer ETF shares in Q4 2019, an estimated $110K.
Grace Capital first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2018 and held it in 6 quarters.
Grace Capital's Columbia Emerging Markets Consumer ETF position peaked at $172K in Q2 2018.
68 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2019.

Based on Grace Capital's 13F filing for Q4 2019, filed 13 Feb 2020.