TCI Wealth Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

TCI Wealth Advisors’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	-1,140	Closed	-$28K	–	1489
2018 Q2	$28K	Hold	1,140	–	–	0.01%	417
2018 Q1	$30K	Hold	1,140	–	–	0.01%	405
2017 Q4	$32K	Hold	1,140	–	–	0.01%	405
2017 Q3	$31K	Hold	1,140	–	–	0.02%	392
2017 Q2	$30K	Buy	+1,140	New	+$29.8K	0.02%	394
2016 Q4	–	Sell	-1,000	Closed	-$25K	–	1381
2016 Q3	$25K	Hold	1,000	–	–	0.01%	401
2016 Q2	$23K	Sell	1,000 -1,600	-62%	-$35.7K	0.01%	416
2016 Q1	$59K	Hold	2,600	–	–	0.03%	277
2015 Q4	$55K	Hold	2,600	–	–	0.03%	291
2015 Q3	$56K	Sell	2,600 -5,800	-69%	-$137K	0.03%	266
2015 Q2	$219K	Buy	+8,400	New	+$226K	0.13%	123

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

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

TCI Wealth Advisors's ECON Position: Q3 2018 in Review

TCI Wealth Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2018, closing a stake of 1,140 shares — an estimated $28K sold.

TCI Wealth Advisors first reported a position in ECON in Q2 2015 and held it in 11 quarters. The position peaked at $219K in Q2 2015. 90 funds tracked by Wall St. Rank hold ECON as of Q3 2018.

TCI Wealth Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2018 after selling out during the quarter.
TCI Wealth Advisors sold 1,140 Columbia Emerging Markets Consumer ETF shares in Q3 2018, an estimated $28K.
TCI Wealth Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2015 and held it in 11 quarters.
TCI Wealth Advisors's Columbia Emerging Markets Consumer ETF position peaked at $219K in Q2 2015.
90 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2018.

Based on TCI Wealth Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.