Joel Isaacson & Co’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Joel Isaacson & Co’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
2015 Q3	–	Sell	-82	Closed	-$2K	–	743
2015 Q2	$2K	Hold	82	–	–	﹤0.01%	704
2015 Q1	$2K	Buy	+82	New	+$2.12K	﹤0.01%	649

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PVH

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

HCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Joel Isaacson & Co's ECON Position: Q3 2015 in Review

Joel Isaacson & Co sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2015, closing a stake of 82 shares — an estimated $2K sold.

Joel Isaacson & Co first reported a position in ECON in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 96 funds tracked by Wall St. Rank hold ECON as of Q3 2015.

Joel Isaacson & Co reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2015 after selling out during the quarter.
Joel Isaacson & Co sold 82 Columbia Emerging Markets Consumer ETF shares in Q3 2015, an estimated $2K.
Joel Isaacson & Co first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2015 and held it in 2 quarters.
Joel Isaacson & Co's Columbia Emerging Markets Consumer ETF position peaked at $2K in Q2 2015.
96 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.