MSI Financial Services’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

MSI Financial Services’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
2016 Q4	$132K	Sell	5,972 -435	-7%	-$10.1K	﹤0.01%	1301
2016 Q3	$159K	Buy	6,407 +1,304	+26%	+$32.1K	0.01%	1168
2016 Q2	$118K	Buy	5,103 +32	+0.6%	+$715	﹤0.01%	1319
2016 Q1	$115K	Buy	5,071 +3,700	+270%	+$75.8K	﹤0.01%	1261
2015 Q4	$29K	Buy	1,371 +1,064	+347%	+$24.3K	﹤0.01%	2065
2015 Q3	$7K	Sell	307 -28	-8%	-$662	﹤0.01%	2230
2015 Q2	$9K	Buy	335 +151	+82%	+$4.07K	﹤0.01%	2175
2015 Q1	$5K	Buy	184 +164	+820%	+$4.23K	﹤0.01%	2422
2014 Q4	$1K	Sell	20 -1,851	-99%	-$48.5K	﹤0.01%	2485
2014 Q3	$49K	Buy	1,871 +14	+0.8%	+$393	0.01%	1097
2014 Q2	$51K	Hold	1,857	–	–	0.01%	1064
2014 Q1	$49K	Hold	1,857	–	–	0.01%	1036
2013 Q4	$50K	Buy	+1,857	New	+$50K	0.01%	993

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

PVH

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

MSI Financial Services's ECON Position: Q4 2016 in Review

MSI Financial Services reduced its Columbia Emerging Markets Consumer ETF (ECON) stake by 6.8% in Q4 2016, selling an estimated $10.1K and leaving 5,972 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

MSI Financial Services first reported a position in ECON in Q4 2013 and has held it in 13 quarters since. The position peaked at $159K in Q3 2016. 95 funds tracked by Wall St. Rank hold ECON as of Q4 2016.

MSI Financial Services held 5,972 shares of Columbia Emerging Markets Consumer ETF worth $132K as of Q4 2016.
MSI Financial Services sold 435 Columbia Emerging Markets Consumer ETF shares in Q4 2016, an estimated $10.1K.
Columbia Emerging Markets Consumer ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1301 holding.
MSI Financial Services first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2013 and has held it in 13 quarters since.
MSI Financial Services's Columbia Emerging Markets Consumer ETF position peaked at $159K in Q3 2016.
95 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.