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

WealthPLAN 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
2016 Q3	–	Sell	-914	Closed	-$21	–	985
2016 Q2	$21	Buy	+914	New	+$20.4K	﹤0.01%	2481
2015 Q4	$48	Buy	+2,296	New	+$52.5K	﹤0.01%	1658
2015 Q2	–	Sell	-92	Closed	-$2K	–	449
2015 Q1	$2K	Buy	+92	New	+$2.38K	﹤0.01%	484

Other funds holding ECON

Bank of America

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

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return