Gupta Wealth Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Gupta Wealth Management’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
2016 Q1	$2.47M	Sell	109,122 -1,695	-2%	-$34.7K	0.58%	38
2015 Q4	$2.36M	Sell	110,817 -46,543	-30%	-$1.07M	0.6%	36
2015 Q3	$3.42M	Buy	157,360 +3,550	+2%	+$84K	0.83%	25
2015 Q2	$4.01M	Buy	153,810 +3,887	+3%	+$105K	0.98%	17
2015 Q1	$3.96M	Buy	+149,923	New	+$3.87M	1.17%	15

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

CHA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PVH

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

Gupta Wealth Management's ECON Position: Q1 2016 in Review

Gupta Wealth Management reduced its Columbia Emerging Markets Consumer ETF (ECON) stake by 1.5% in Q1 2016, selling an estimated $34.7K and leaving 109,122 shares worth $2.47M. The position accounts for 0.58% of the portfolio, ranked #38.

Gupta Wealth Management first reported a position in ECON in Q1 2015 and has held it in 5 quarters since. The position peaked at $4.01M in Q2 2015. 82 funds tracked by Wall St. Rank hold ECON as of Q1 2016.

Gupta Wealth Management held 109,122 shares of Columbia Emerging Markets Consumer ETF worth $2.47M as of Q1 2016.
Gupta Wealth Management sold 1,695 Columbia Emerging Markets Consumer ETF shares in Q1 2016, an estimated $34.7K.
Columbia Emerging Markets Consumer ETF made up 0.58% of Gupta Wealth Management's portfolio in Q1 2016, its #38 holding.
Gupta Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $4.01M in Q2 2015.
82 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.