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Reilly Financial Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Reilly Financial Advisors’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
Q3 		– Sell
-60
Closed -$2K – 1320
2015
Q2 		$2K Sell
60
-59
-50% -$1.59K ﹤0.01% 1221
2015
Q1 		$3K Buy
+119
New +$3.07K ﹤0.01% 1100

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Reilly Financial Advisors's ECON Position: Q3 2015 in Review

Reilly Financial Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2015, closing a stake of 60 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in ECON in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 96 funds tracked by Wall St. Rank hold ECON as of Q3 2015.

  • Reilly Financial Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 60 Columbia Emerging Markets Consumer ETF shares in Q3 2015, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2015 and held it in 2 quarters.
  • Reilly Financial Advisors's Columbia Emerging Markets Consumer ETF position peaked at $3K in Q1 2015.
  • 96 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2015.

Based on Reilly Financial Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.