Pinnacle Summer Investments’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Pinnacle Summer Investments’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
2015 Q2	–	Sell	-627	Closed	-$17K	–	796
2015 Q1	$17K	Hold	627	–	–	﹤0.01%	681
2014 Q4	$16K	Sell	627 -78	-11%	-$2.04K	﹤0.01%	707
2014 Q3	$18K	Hold	705	–	–	﹤0.01%	706
2014 Q2	$19K	Hold	705	–	–	﹤0.01%	660
2014 Q1	$19K	Sell	705 -18,384	-96%	-$464K	﹤0.01%	604
2013 Q4	$513K	Buy	19,089 +18,574	+3,607%	+$500K	0.07%	156
2013 Q3	$14K	Buy	515 +175	+51%	+$4.57K	﹤0.01%	609
2013 Q2	$9K	Buy	+340	New	+$9.01K	﹤0.01%	630

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

PVH

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

Pinnacle Summer Investments's ECON Position: Q2 2015 in Review

Pinnacle Summer Investments sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2015, closing a stake of 627 shares — an estimated $17K sold.

Pinnacle Summer Investments first reported a position in ECON in Q2 2013 and held it in 8 quarters. The position peaked at $513K in Q4 2013. 100 funds tracked by Wall St. Rank hold ECON as of Q2 2015.

Pinnacle Summer Investments reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 627 Columbia Emerging Markets Consumer ETF shares in Q2 2015, an estimated $17K.
Pinnacle Summer Investments first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2013 and held it in 8 quarters.
Pinnacle Summer Investments's Columbia Emerging Markets Consumer ETF position peaked at $513K in Q4 2013.
100 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2015.

Based on Pinnacle Summer Investments's 13F filing for Q2 2015, filed 28 Jul 2015.