Shepherd Kaplan Krochuk’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Shepherd Kaplan Krochuk’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
2019 Q1	–	Sell	-15,748	Closed	-$321K	–	179
2018 Q4	$321K	Sell	15,748 -18,140	-54%	-$378K	0.22%	117
2018 Q3	$755K	Sell	33,888 -8,410	-20%	-$199K	0.39%	64
2018 Q2	$1.03M	Buy	42,298 +8,698	+26%	+$223K	0.63%	42
2018 Q1	$890K	Buy	33,600 +91	+0.3%	+$2.55K	0.54%	45
2017 Q4	$943K	Buy	+33,509	New	+$929K	0.59%	45

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shepherd Kaplan Krochuk's ECON Position: Q1 2019 in Review

Shepherd Kaplan Krochuk sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2019, closing a stake of 15,748 shares — an estimated $321K sold.

Shepherd Kaplan Krochuk first reported a position in ECON in Q4 2017 and held it in 5 quarters. The position peaked at $1.03M in Q2 2018. 82 funds tracked by Wall St. Rank hold ECON as of Q1 2019.

Shepherd Kaplan Krochuk reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2019 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 15,748 Columbia Emerging Markets Consumer ETF shares in Q1 2019, an estimated $321K.
Shepherd Kaplan Krochuk first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2017 and held it in 5 quarters.
Shepherd Kaplan Krochuk's Columbia Emerging Markets Consumer ETF position peaked at $1.03M in Q2 2018.
82 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2019, filed 14 May 2019.