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Independent Portfolio Consultants’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Independent Portfolio Consultants’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
-615
Closed -$16K – 809
2014
Q3 		$16K Hold
615
– – ﹤0.01% 712
2014
Q2 		$17K Buy
+615
New +$16.7K ﹤0.01% 789

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

Independent Portfolio Consultants's ECON Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2014, closing a stake of 615 shares — an estimated $16K sold.

Independent Portfolio Consultants first reported a position in ECON in Q2 2014 and held it in 2 quarters. The position peaked at $17K in Q2 2014. 106 funds tracked by Wall St. Rank hold ECON as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 615 Columbia Emerging Markets Consumer ETF shares in Q4 2014, an estimated $16K.
  • Independent Portfolio Consultants first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Columbia Emerging Markets Consumer ETF position peaked at $17K in Q2 2014.
  • 106 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.