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Next Financial Group’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-628
Closed -$14K – 1968
2016
Q4 		$14K Hold
628
– – ﹤0.01% 1507
2016
Q3 		$16K Buy
+628
New +$15.5K ﹤0.01% 1452
2014
Q4 		– Sell
-149
Closed -$4K – 1993
2014
Q3 		$4K Buy
+149
New +$4.18K ﹤0.01% 2128

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Next Financial Group's ECON Position: Q1 2017 in Review

Next Financial Group sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2017, closing a stake of 628 shares — an estimated $14K sold.

Next Financial Group first reported a position in ECON in Q3 2014 and held it in 3 quarters. The position peaked at $16K in Q3 2016. 91 funds tracked by Wall St. Rank hold ECON as of Q1 2017.

  • Next Financial Group reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 628 Columbia Emerging Markets Consumer ETF shares in Q1 2017, an estimated $14K.
  • Next Financial Group first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's Columbia Emerging Markets Consumer ETF position peaked at $16K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.