RNS
ECON icon

Robert N. Shapiro’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$12K Sell
470
-5,060
-92% -$133K ﹤0.01% 675
2014
Q3 		$145K Buy
5,530
+937
+20% +$26.3K 0.03% 323
2014
Q2 		$127K Hold
4,593
– – 0.02% 335
2014
Q1 		$122K Hold
4,593
– – 0.02% 336
2013
Q4 		$123K Buy
4,593
+3,702
+415% +$99.6K 0.02% 343
2013
Q3 		$24K Buy
+891
New +$23.3K ﹤0.01% 761

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Robert N. Shapiro's ECON Position: Q4 2014 in Review

Robert N. Shapiro reduced its Columbia Emerging Markets Consumer ETF (ECON) stake by 92% in Q4 2014, selling an estimated $133K and leaving 470 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Robert N. Shapiro first reported a position in ECON in Q3 2013 and has held it in 6 quarters since. The position peaked at $145K in Q3 2014. 106 funds tracked by Wall St. Rank hold ECON as of Q4 2014.

  • Robert N. Shapiro held 470 shares of Columbia Emerging Markets Consumer ETF worth $12K as of Q4 2014.
  • Robert N. Shapiro sold 5,060 Columbia Emerging Markets Consumer ETF shares in Q4 2014, an estimated $133K.
  • Columbia Emerging Markets Consumer ETF made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #675 holding.
  • Robert N. Shapiro first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2013 and has held it in 6 quarters since.
  • Robert N. Shapiro's Columbia Emerging Markets Consumer ETF position peaked at $145K in Q3 2014.
  • 106 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.