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Leavell Investment Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Leavell Investment 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
2018
Q2 		– Sell
-11,262
Closed -$298K – 374
2018
Q1 		$298K Sell
11,262
-200
-2% -$5.6K 0.03% 308
2017
Q4 		$322K Sell
11,462
-300
-3% -$8.32K 0.04% 309
2017
Q3 		$324K Sell
11,762
-430
-4% -$11.7K 0.04% 298
2017
Q2 		$318K Hold
12,192
– – 0.04% 308
2017
Q1 		$303K Hold
12,192
– – 0.04% 306
2016
Q4 		$270K Sell
12,192
-4,985
-29% -$116K 0.04% 321
2016
Q3 		$427K Buy
17,177
+25
+0.1% +$616 0.06% 257
2016
Q2 		$398K Sell
17,152
-1,600
-9% -$35.7K 0.06% 271
2016
Q1 		$424K Sell
18,752
-2,070
-10% -$42.4K 0.06% 253
2015
Q4 		$443K Sell
20,822
-5,437
-21% -$124K 0.06% 244
2015
Q3 		$570K Sell
26,259
-53,175
-67% -$1.26M 0.09% 202
2015
Q2 		$2.07M Buy
79,434
+1,475
+2% +$39.8K 0.32% 94
2015
Q1 		$2.06M Sell
77,959
-5,795
-7% -$150K 0.31% 100
2014
Q4 		$2.12M Sell
83,754
-26,865
-24% -$704K 0.33% 96
2014
Q3 		$2.9M Buy
110,619
+650
+0.6% +$18.2K 0.46% 64
2014
Q2 		$3.05M Sell
109,969
-1,910
-2% -$51.9K 0.48% 59
2014
Q1 		$2.97M Sell
111,879
-3,540
-3% -$89.4K 0.49% 60
2013
Q4 		$3.1M Buy
115,419
+1,934
+2% +$52.1K 0.52% 55
2013
Q3 		$3.06M Buy
113,485
+2,125
+2% +$55.5K 0.55% 49
2013
Q2 		$2.87M Buy
+111,360
New +$2.95M 0.53% 48

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Leavell Investment Management's ECON Position: Q2 2018 in Review

Leavell Investment Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2018, closing a stake of 11,262 shares — an estimated $298K sold.

Leavell Investment Management first reported a position in ECON in Q2 2013 and held it in 20 quarters. The position peaked at $3.1M in Q4 2013. 96 funds tracked by Wall St. Rank hold ECON as of Q2 2018.

  • Leavell Investment Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2018 after selling out during the quarter.
  • Leavell Investment Management sold 11,262 Columbia Emerging Markets Consumer ETF shares in Q2 2018, an estimated $298K.
  • Leavell Investment Management first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2013 and held it in 20 quarters.
  • Leavell Investment Management's Columbia Emerging Markets Consumer ETF position peaked at $3.1M in Q4 2013.
  • 96 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2018.

Based on Leavell Investment Management's 13F filing for Q2 2018, filed 23 Jul 2018.