Omnia Family Wealth’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Omnia Family Wealth’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 Q2	–	Sell	-220	Closed	-$5K	–	219
2019 Q1	$5K	Hold	220	–	–	﹤0.01%	309
2018 Q4	$4K	Sell	220 -48,858	-100%	-$1.02M	﹤0.01%	303
2018 Q3	$1.09M	Sell	49,078 -48,345	-50%	-$1.14M	0.5%	24
2018 Q2	$2.37M	Sell	97,423 -19,381	-17%	-$497K	1.11%	14
2018 Q1	$3.09M	Buy	116,804 +20,615	+21%	+$577K	1.42%	11
2017 Q4	$2.71M	Buy	96,189 +6,867	+8%	+$190K	1.24%	12
2017 Q3	$2.46M	Buy	89,322 +650	+0.7%	+$17.7K	1.19%	16
2017 Q2	$2.32M	Buy	88,672 +18,126	+26%	+$473K	1.11%	17
2017 Q1	$1.75M	Buy	70,546 +33,427	+90%	+$799K	0.85%	18
2016 Q4	$822K	Buy	+37,119	New	+$863K	0.41%	26

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

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

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

Omnia Family Wealth's ECON Position: Q2 2019 in Review

Omnia Family Wealth sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2019, closing a stake of 220 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in ECON in Q4 2016 and held it in 10 quarters. The position peaked at $3.09M in Q1 2018. 75 funds tracked by Wall St. Rank hold ECON as of Q2 2019.

Omnia Family Wealth reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 220 Columbia Emerging Markets Consumer ETF shares in Q2 2019, an estimated $5K.
Omnia Family Wealth first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Columbia Emerging Markets Consumer ETF position peaked at $3.09M in Q1 2018.
75 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.