Loring Wolcott & Coolidge Fiduciary Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2024 Q3	–	Sell	-500	Closed	-$10.8K	–	579
2024 Q2	$10.8K	Buy	+500	New	+$10.5K	﹤0.01%	487
2018 Q3	–	Sell	-5,000	Closed	-$122K	–	657
2018 Q2	$122K	Buy	5,000 +1,000	+25%	+$25.7K	﹤0.01%	333
2018 Q1	$106K	Hold	4,000	–	–	﹤0.01%	357
2017 Q4	$113K	Hold	4,000	–	–	﹤0.01%	353
2017 Q3	$110K	Hold	4,000	–	–	﹤0.01%	345
2017 Q2	$110K	Buy	4,000 +2,000	+100%	+$52.2K	﹤0.01%	342
2017 Q1	$50K	Buy	+2,000	New	+$47.8K	﹤0.01%	411

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ECON Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2024, closing a stake of 500 shares — an estimated $10.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ECON in Q1 2017 and held it in 7 quarters. The position peaked at $122K in Q2 2018. 35 funds tracked by Wall St. Rank hold ECON as of Q3 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 500 Columbia Emerging Markets Consumer ETF shares in Q3 2024, an estimated $10.8K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2017 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Columbia Emerging Markets Consumer ETF position peaked at $122K in Q2 2018.
35 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.