Integrated Wealth Management (Palm Desert)’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-180	Closed	-$4K	–	429
2016 Q3	$4K	Hold	180	–	–	﹤0.01%	945
2016 Q2	$4K	Hold	180	–	–	﹤0.01%	951
2016 Q1	$4K	Hold	180	–	–	﹤0.01%	882
2015 Q4	$4K	Hold	180	–	–	﹤0.01%	968
2015 Q3	$4K	Hold	180	–	–	﹤0.01%	976
2015 Q2	$5K	Sell	180 -202	-53%	-$5.45K	﹤0.01%	958
2015 Q1	$10K	Buy	+382	New	+$9.86K	﹤0.01%	761

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BCI

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PVH

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ECON Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2016, closing a stake of 180 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ECON in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q1 2015. 95 funds tracked by Wall St. Rank hold ECON as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 180 Columbia Emerging Markets Consumer ETF shares in Q4 2016, an estimated $4K.
Integrated Wealth Management (Palm Desert) first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Columbia Emerging Markets Consumer ETF position peaked at $10K in Q1 2015.
95 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.