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Royal Fund Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Royal Fund 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
2017
Q4 		– Sell
-610
Closed -$16K – 652
2017
Q3 		$16K Buy
+610
New +$16.7K 0.01% 266
2017
Q1 		– Sell
-288
Closed -$6K – 426
2016
Q4 		$6K Buy
+288
New +$6.7K ﹤0.01% 286

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
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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Royal Fund Management's ECON Position: Q4 2017 in Review

Royal Fund Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2017, closing a stake of 610 shares — an estimated $16K sold.

Royal Fund Management first reported a position in ECON in Q4 2016 and held it in 2 quarters. The position peaked at $16K in Q3 2017. 100 funds tracked by Wall St. Rank hold ECON as of Q4 2017.

  • Royal Fund Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2017 after selling out during the quarter.
  • Royal Fund Management sold 610 Columbia Emerging Markets Consumer ETF shares in Q4 2017, an estimated $16K.
  • Royal Fund Management first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2016 and held it in 2 quarters.
  • Royal Fund Management's Columbia Emerging Markets Consumer ETF position peaked at $16K in Q3 2017.
  • 100 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2017.

Based on Royal Fund Management's 13F filing for Q4 2017, filed 7 May 2020.