United Capital Financial Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

United Capital Financial 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
2015 Q4	–	Sell	-23,355	Closed	-$507K	–	1229
2015 Q3	$507K	Sell	23,355 -2,346	-9%	-$55.5K	0.01%	893
2015 Q2	$670K	Buy	25,701 +2,468	+11%	+$66.5K	0.01%	821
2015 Q1	$628K	Sell	23,233 -189	-0.8%	-$4.88K	0.01%	825
2014 Q4	$594K	Buy	+23,422	New	+$614K	0.01%	771

Other funds holding ECON

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

PVH

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

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

CHA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

United Capital Financial Advisors's ECON Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2015, closing a stake of 23,355 shares — an estimated $507K sold.

United Capital Financial Advisors first reported a position in ECON in Q4 2014 and held it in 4 quarters. The position peaked at $670K in Q2 2015. 92 funds tracked by Wall St. Rank hold ECON as of Q4 2015.

United Capital Financial Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 23,355 Columbia Emerging Markets Consumer ETF shares in Q4 2015, an estimated $507K.
United Capital Financial Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2014 and held it in 4 quarters.
United Capital Financial Advisors's Columbia Emerging Markets Consumer ETF position peaked at $670K in Q2 2015.
92 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.