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

Next 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
2019 Q4	–	Sell	-950	Closed	-$21K	–	126
2019 Q3	$21K	Hold	950	–	–	0.01%	188
2019 Q2	$22K	Hold	950	–	–	0.01%	271
2019 Q1	$21K	Hold	950	–	–	0.02%	192
2018 Q4	$19K	Buy	+950	New	+$19.8K	0.02%	170

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

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

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

Next Capital Management's ECON Position: Q4 2019 in Review

Next Capital Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2019, closing a stake of 950 shares — an estimated $21K sold.

Next Capital Management first reported a position in ECON in Q4 2018 and held it in 4 quarters. The position peaked at $22K in Q2 2019. 68 funds tracked by Wall St. Rank hold ECON as of Q4 2019.

Next Capital Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2019 after selling out during the quarter.
Next Capital Management sold 950 Columbia Emerging Markets Consumer ETF shares in Q4 2019, an estimated $21K.
Next Capital Management first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2018 and held it in 4 quarters.
Next Capital Management's Columbia Emerging Markets Consumer ETF position peaked at $22K in Q2 2019.
68 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.