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Squar Milner Financial Services’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Squar Milner Financial Services’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
-1,820
Closed -$44K – 779
2018
Q2 		$44K Buy
+1,820
New +$46.7K 0.04% 348

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

Squar Milner Financial Services's ECON Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2018, closing a stake of 1,820 shares — an estimated $44K sold.

Squar Milner Financial Services first reported a position in ECON in Q2 2018 and held it in 1 quarter. The position peaked at $44K in Q2 2018. 90 funds tracked by Wall St. Rank hold ECON as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,820 Columbia Emerging Markets Consumer ETF shares in Q3 2018, an estimated $44K.
  • Squar Milner Financial Services first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Columbia Emerging Markets Consumer ETF position peaked at $44K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.