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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VSWA

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

FDCC

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

WealthPLAN Partners's ECON Position: Q3 2016 in Review

WealthPLAN Partners sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2016, closing a stake of 914 shares — an estimated $21 sold.

WealthPLAN Partners first reported a position in ECON in Q1 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 84 funds tracked by Wall St. Rank hold ECON as of Q3 2016.

WealthPLAN Partners reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 914 Columbia Emerging Markets Consumer ETF shares in Q3 2016, an estimated $21.
WealthPLAN Partners first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2015 and held it in 3 quarters.
WealthPLAN Partners's Columbia Emerging Markets Consumer ETF position peaked at $2K in Q1 2015.
84 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.