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Moneta Group Investment Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Moneta Group Investment 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
2018
Q1 		– Sell
-26,450
Closed -$586K – 638
2017
Q4 		$586K Hold
26,450
– – 0.09% 109
2017
Q3 		$728K Buy
+26,450
New +$722K 0.11% 89

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Moneta Group Investment Advisors's ECON Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2018, closing a stake of 26,450 shares — an estimated $586K sold.

Moneta Group Investment Advisors first reported a position in ECON in Q3 2017 and held it in 2 quarters. The position peaked at $728K in Q3 2017. 97 funds tracked by Wall St. Rank hold ECON as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 26,450 Columbia Emerging Markets Consumer ETF shares in Q1 2018, an estimated $586K.
  • Moneta Group Investment Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Columbia Emerging Markets Consumer ETF position peaked at $728K in Q3 2017.
  • 97 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.