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Wharton Business Group’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Wharton Business Group’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
Q3 		– Sell
-11,430
Closed -$323K – 83
2021
Q2 		$323K Hold
11,430
– – 0.03% 98
2021
Q1 		$318K Hold
11,430
– – 0.02% 99
2020
Q4 		$322K Hold
11,430
– – 0.03% 96
2020
Q3 		$286K Sell
11,430
-465
-4% -$11.5K 0.03% 94
2020
Q2 		$272K Sell
11,895
-1,695
-12% -$36K 0.03% 96
2020
Q1 		$265K Sell
13,590
-6,085
-31% -$136K 0.03% 84
2019
Q4 		$462K Sell
19,675
-1,130
-5% -$25.7K 0.04% 71
2019
Q3 		$456K Sell
20,805
-2,040
-9% -$45.1K 0.05% 68
2019
Q2 		$521K Sell
22,845
-1,470
-6% -$33.1K 0.05% 65
2019
Q1 		$549K Sell
24,315
-560
-2% -$12.5K 0.06% 63
2018
Q4 		$507K Sell
24,875
-15,760
-39% -$329K 0.06% 64
2018
Q3 		$905K Sell
40,635
-9,390
-19% -$222K 0.09% 57
2018
Q2 		$1.22M Sell
50,025
-2,510
-5% -$64.4K 0.13% 51
2018
Q1 		$1.39M Buy
52,535
+3,755
+8% +$105K 0.14% 49
2017
Q4 		$1.37M Sell
48,780
-1,620
-3% -$44.9K 0.14% 56
2017
Q3 		$1.39M Sell
50,400
-665
-1% -$18.2K 0.15% 54
2017
Q2 		$1.33M Buy
51,065
+3,150
+7% +$82.3K 0.14% 60
2017
Q1 		$1.19M Sell
47,915
-95
-0.2% -$2.27K 0.13% 67
2016
Q4 		$1.06M Buy
48,010
+4,485
+10% +$104K 0.13% 71
2016
Q3 		$1.08M Buy
43,525
+5,195
+14% +$128K 0.13% 74
2016
Q2 		$890K Buy
+38,330
New +$856K 0.11% 82
2015
Q3 		– Sell
-9,355
Closed -$244 – 131
2015
Q2 		$244 Hold
9,355
– – 0.02% 119
2015
Q1 		$247K Buy
+9,355
New +$241K 0.02% 126

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Wharton Business Group's ECON Position: Q3 2021 in Review

Wharton Business Group sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2021, closing a stake of 11,430 shares — an estimated $323K sold.

Wharton Business Group first reported a position in ECON in Q1 2015 and held it in 23 quarters. The position peaked at $1.39M in Q1 2018. 40 funds tracked by Wall St. Rank hold ECON as of Q3 2021.

  • Wharton Business Group reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2021 after selling out during the quarter.
  • Wharton Business Group sold 11,430 Columbia Emerging Markets Consumer ETF shares in Q3 2021, an estimated $323K.
  • Wharton Business Group first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2015 and held it in 23 quarters.
  • Wharton Business Group's Columbia Emerging Markets Consumer ETF position peaked at $1.39M in Q1 2018.
  • 40 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2021.

Based on Wharton Business Group's 13F filing for Q3 2021, filed 9 Nov 2021.