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Rothschild Investment LLC’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Rothschild Investment LLC’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
2018
Q3 		– Sell
-16,141
Closed -$393K – 379
2018
Q2 		$393K Sell
16,141
-47,287
-75% -$1.21M 0.05% 264
2018
Q1 		$1.68M Sell
63,428
-5,600
-8% -$157K 0.21% 116
2017
Q4 		$1.94M Sell
69,028
-1,600
-2% -$44.4K 0.21% 116
2017
Q3 		$1.95M Buy
70,628
+10,625
+18% +$290K 0.22% 109
2017
Q2 		$1.57M Buy
+60,003
New +$1.57M 0.18% 143

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's ECON Position: Q3 2018 in Review

Rothschild Investment LLC sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2018, closing a stake of 16,141 shares — an estimated $393K sold.

Rothschild Investment LLC first reported a position in ECON in Q2 2017 and held it in 5 quarters. The position peaked at $1.95M in Q3 2017. 90 funds tracked by Wall St. Rank hold ECON as of Q3 2018.

  • Rothschild Investment LLC reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2018 after selling out during the quarter.
  • Rothschild Investment LLC sold 16,141 Columbia Emerging Markets Consumer ETF shares in Q3 2018, an estimated $393K.
  • Rothschild Investment LLC first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2017 and held it in 5 quarters.
  • Rothschild Investment LLC's Columbia Emerging Markets Consumer ETF position peaked at $1.95M in Q3 2017.
  • 90 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2018.

Based on Rothschild Investment LLC's 13F filing for Q3 2018, filed 17 Oct 2018.