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Howe & Rusling’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-108
Closed -$3K – 912
2014
Q3 		$3K Buy
+108
New +$3.03K ﹤0.01% 686

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Howe & Rusling's ECON Position: Q4 2014 in Review

Howe & Rusling sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2014, closing a stake of 108 shares — an estimated $3K sold.

Howe & Rusling first reported a position in ECON in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 106 funds tracked by Wall St. Rank hold ECON as of Q4 2014.

  • Howe & Rusling reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2014 after selling out during the quarter.
  • Howe & Rusling sold 108 Columbia Emerging Markets Consumer ETF shares in Q4 2014, an estimated $3K.
  • Howe & Rusling first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2014 and held it in 1 quarter.
  • Howe & Rusling's Columbia Emerging Markets Consumer ETF position peaked at $3K in Q3 2014.
  • 106 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2014.

Based on Howe & Rusling's 13F filing for Q4 2014, filed 30 Jan 2015.