Pathstone Family Office’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Pathstone Family Office’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
2021 Q1	–	Sell	-138	Closed	-$4K	–	856
2020 Q4	$4K	Hold	138	–	–	﹤0.01%	974
2020 Q3	$3K	Hold	138	–	–	﹤0.01%	682
2020 Q2	$3K	Hold	138	–	–	﹤0.01%	596
2020 Q1	$3K	Buy	+138	New	+$3.08K	﹤0.01%	657
2019 Q4	–	Sell	-184	Closed	-$4K	–	481
2019 Q3	$4K	Hold	184	–	–	﹤0.01%	544
2019 Q2	$4K	Hold	184	–	–	﹤0.01%	568
2019 Q1	$4K	Buy	+184	New	+$4.09K	﹤0.01%	628

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Pathstone Family Office's ECON Position: Q1 2021 in Review

Pathstone Family Office sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2021, closing a stake of 138 shares — an estimated $4K sold.

Pathstone Family Office first reported a position in ECON in Q1 2019 and held it in 7 quarters. The position peaked at $4K in Q4 2020. 46 funds tracked by Wall St. Rank hold ECON as of Q1 2021.

Pathstone Family Office reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2021 after selling out during the quarter.
Pathstone Family Office sold 138 Columbia Emerging Markets Consumer ETF shares in Q1 2021, an estimated $4K.
Pathstone Family Office first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2019 and held it in 7 quarters.
Pathstone Family Office's Columbia Emerging Markets Consumer ETF position peaked at $4K in Q4 2020.
46 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.