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Whitney & Co’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-80
Closed -$2K – 199
2018
Q3 		$2K Hold
80
– – ﹤0.01% 452
2018
Q2 		$2K Buy
+80
New +$2.05K ﹤0.01% 298

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whitney & Co's ECON Position: Q4 2018 in Review

Whitney & Co sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2018, closing a stake of 80 shares — an estimated $2K sold.

Whitney & Co first reported a position in ECON in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 78 funds tracked by Wall St. Rank hold ECON as of Q4 2018.

  • Whitney & Co reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 80 Columbia Emerging Markets Consumer ETF shares in Q4 2018, an estimated $2K.
  • Whitney & Co first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2018 and held it in 2 quarters.
  • Whitney & Co's Columbia Emerging Markets Consumer ETF position peaked at $2K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.