Kings Point Capital Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Kings Point Capital Management’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
2022 Q1	$81K	Hold	3,851	–	–	0.01%	306
2021 Q4	$92K	Hold	3,851	–	–	0.01%	308
2021 Q3	$96K	Hold	3,851	–	–	0.01%	282
2021 Q2	$109K	Hold	3,851	–	–	0.01%	264
2021 Q1	$107K	Hold	3,851	–	–	0.01%	257
2020 Q4	$109K	Hold	3,851	–	–	0.01%	234
2020 Q3	$97K	Hold	3,851	–	–	0.01%	235
2020 Q2	$88K	Sell	3,851 -111	-3%	-$2.36K	0.01%	226
2020 Q1	$77K	Sell	3,962 -500	-11%	-$11.2K	0.01%	234
2019 Q4	$105K	Sell	4,462 -335	-7%	-$7.63K	0.02%	238
2019 Q3	$105K	Sell	4,797 -980	-17%	-$21.7K	0.02%	221
2019 Q2	$132K	Hold	5,777	–	–	0.02%	175
2019 Q1	$130K	Sell	5,777 -920	-14%	-$20.5K	0.03%	160
2018 Q4	$136K	Sell	6,697 -12,348	-65%	-$257K	0.03%	145
2018 Q3	$424K	Sell	19,045 -1,190	-6%	-$28.1K	0.08%	119
2018 Q2	$493K	Sell	20,235 -14,340	-41%	-$368K	0.1%	113
2018 Q1	$916K	Buy	34,575 +3,201	+10%	+$89.6K	0.19%	93
2017 Q4	$883K	Sell	31,374 -385	-1%	-$10.7K	0.19%	88
2017 Q3	$875K	Buy	31,759 +1,261	+4%	+$34.4K	0.2%	84
2017 Q2	$797K	Buy	30,498 +11,218	+58%	+$293K	0.19%	88
2017 Q1	$479K	Buy	19,280 +425	+2%	+$10.2K	0.11%	103
2016 Q4	$418K	Buy	+18,855	New	+$438K	0.1%	101
2016 Q3	–	Sell	-12,581	Closed	-$292K	–	312
2016 Q2	$292K	Buy	12,581 +1,500	+14%	+$33.5K	0.07%	101
2016 Q1	$250K	Hold	11,081	–	–	0.06%	105
2015 Q4	$236K	Buy	11,081 +995	+10%	+$22.8K	0.06%	108
2015 Q3	$219K	Buy	10,086 +80	+0.8%	+$1.89K	0.06%	121
2015 Q2	$261K	Buy	10,006 +871	+10%	+$23.5K	0.06%	116
2015 Q1	$241K	Buy	9,135 +375	+4%	+$9.68K	0.06%	114
2014 Q4	$222K	Buy	+8,760	New	+$229K	0.06%	106

Other funds holding ECON

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kings Point Capital Management's ECON Position: Q1 2022 in Review

Kings Point Capital Management held its Columbia Emerging Markets Consumer ETF (ECON) position steady in Q1 2022 at 3,851 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #306.

Kings Point Capital Management first reported a position in ECON in Q4 2014 and has held it in 29 quarters since. The position peaked at $916K in Q1 2018. 43 funds tracked by Wall St. Rank hold ECON as of Q1 2022.

Kings Point Capital Management held 3,851 shares of Columbia Emerging Markets Consumer ETF worth $81K as of Q1 2022.
Kings Point Capital Management left its Columbia Emerging Markets Consumer ETF share count unchanged in Q1 2022.
Columbia Emerging Markets Consumer ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #306 holding.
Kings Point Capital Management first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2014 and has held it in 29 quarters since.
Kings Point Capital Management's Columbia Emerging Markets Consumer ETF position peaked at $916K in Q1 2018.
43 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.