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

Vontobel Swiss 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
2021 Q2	$322K	Buy	12,330 +2,830	+30%	+$78.4K	0.17%	67
2021 Q1	$265K	Buy	9,500 +265	+3%	+$7.87K	0.15%	68
2020 Q4	$260K	Buy	+9,235	New	+$247K	0.15%	68
2018 Q3	–	Sell	-8,857	Closed	-$216K	–	87
2018 Q2	$216K	Hold	8,857	–	–	0.12%	81
2018 Q1	$235K	Sell	8,857 -5,500	-38%	-$154K	0.12%	76
2017 Q4	$367K	Sell	14,357 -300	-2%	-$8.32K	0.22%	59
2017 Q3	$369K	Sell	14,657 -690	-4%	-$18.8K	0.23%	54
2017 Q2	$401K	Sell	15,347 -3,160	-17%	-$82.5K	0.25%	52
2017 Q1	$459K	Sell	18,507 -195,522	-91%	-$4.67M	0.25%	46
2016 Q4	$4.74M	Sell	214,029 -7,187	-3%	-$167K	2.91%	7
2016 Q3	$5.49M	Buy	221,216 +2,652	+1%	+$65.3K	2.94%	10
2016 Q2	$4.57M	Sell	218,564 -13,440	-6%	-$300K	2.71%	9
2016 Q1	$5.24M	Buy	232,004 +5,688	+3%	+$117K	2.79%	9
2015 Q4	$4.81M	Sell	226,316 -38	-0%	-$870	2.83%	11
2015 Q3	$4.82M	Sell	226,354 -49,790	-18%	-$1.18M	3.31%	11
2015 Q2	$6.46M	Buy	276,144 +61,435	+29%	+$1.66M	4.33%	8
2015 Q1	$5.68M	Sell	214,709 -985	-0.5%	-$25.4K	3.86%	8
2014 Q4	$5.47M	Buy	+215,694	New	+$5.65M	3.99%	8

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's ECON Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Columbia Emerging Markets Consumer ETF (ECON) stake by 30% in Q2 2021, buying an estimated $78.4K and bringing the position to 12,330 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #67.

Vontobel Swiss Wealth Advisors first reported a position in ECON in Q4 2014 and has held it in 18 quarters since. The position peaked at $6.46M in Q2 2015. 47 funds tracked by Wall St. Rank hold ECON as of Q2 2021.

Vontobel Swiss Wealth Advisors held 12,330 shares of Columbia Emerging Markets Consumer ETF worth $322K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 2,830 Columbia Emerging Markets Consumer ETF shares in Q2 2021, an estimated $78.4K.
Columbia Emerging Markets Consumer ETF made up 0.17% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #67 holding.
Vontobel Swiss Wealth Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2014 and has held it in 18 quarters since.
Vontobel Swiss Wealth Advisors's Columbia Emerging Markets Consumer ETF position peaked at $6.46M in Q2 2015.
47 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.