IWP
ECON icon

Icon Wealth Partners’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Icon Wealth Partners’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
2018
Q1 		– Sell
-80
Closed -$2K – 386
2017
Q4 		$2K Buy
+80
New +$2.22K ﹤0.01% 827

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Icon Wealth Partners's ECON Position: Q1 2018 in Review

Icon Wealth Partners sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2018, closing a stake of 80 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in ECON in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 97 funds tracked by Wall St. Rank hold ECON as of Q1 2018.

  • Icon Wealth Partners reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 80 Columbia Emerging Markets Consumer ETF shares in Q1 2018, an estimated $2K.
  • Icon Wealth Partners first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Columbia Emerging Markets Consumer ETF position peaked at $2K in Q4 2017.
  • 97 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.