Triangle Peak Partners’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Triangle Peak Partners’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
2014 Q4	–	Sell	-92,450	Closed	-$2.42M	–	35
2014 Q3	$2.42M	Sell	92,450 -503	-0.5%	-$14.1K	2.47%	8
2014 Q2	$2.58M	Sell	92,953 -9,510	-9%	-$258K	2.31%	10
2014 Q1	$2.72M	Buy	102,463 +3,783	+4%	+$95.6K	2.46%	9
2013 Q4	$2.65M	Buy	+98,680	New	+$2.66M	2.52%	11

Other funds holding ECON

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Triangle Peak Partners's ECON Position: Q4 2014 in Review

Triangle Peak Partners sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2014, closing a stake of 92,450 shares — an estimated $2.42M sold.

Triangle Peak Partners first reported a position in ECON in Q4 2013 and held it in 4 quarters. The position peaked at $2.72M in Q1 2014. 106 funds tracked by Wall St. Rank hold ECON as of Q4 2014.

Triangle Peak Partners reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2014 after selling out during the quarter.
Triangle Peak Partners sold 92,450 Columbia Emerging Markets Consumer ETF shares in Q4 2014, an estimated $2.42M.
Triangle Peak Partners first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2013 and held it in 4 quarters.
Triangle Peak Partners's Columbia Emerging Markets Consumer ETF position peaked at $2.72M in Q1 2014.
106 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2014.

Based on Triangle Peak Partners's 13F filing for Q4 2014, filed 4 Feb 2015.