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Retirement Design & Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Retirement Design & Management’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
-491,411
Closed -$12.8M – 69
2015
Q2 		$12.8M Buy
491,411
+41,408
+9% +$1.12M 11% 1
2015
Q1 		$11.9M Buy
+450,003
New +$11.6M 10.33% 1

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

Retirement Design & Management's ECON Position: Q3 2015 in Review

Retirement Design & Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2015, closing a stake of 491,411 shares — an estimated $12.8M sold.

Retirement Design & Management first reported a position in ECON in Q1 2015 and held it in 2 quarters. The position peaked at $12.8M in Q2 2015. 96 funds tracked by Wall St. Rank hold ECON as of Q3 2015.

  • Retirement Design & Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2015 after selling out during the quarter.
  • Retirement Design & Management sold 491,411 Columbia Emerging Markets Consumer ETF shares in Q3 2015, an estimated $12.8M.
  • Retirement Design & Management first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2015 and held it in 2 quarters.
  • Retirement Design & Management's Columbia Emerging Markets Consumer ETF position peaked at $12.8M in Q2 2015.
  • 96 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2015.

Based on Retirement Design & Management's 13F filing for Q3 2015, filed 9 Nov 2015.