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Wilbanks Smith & Thomas Asset Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2014
Q2 		– Sell
-9,818
Closed -$260K – 296
2014
Q1 		$260K Buy
+9,818
New +$248K 0.03% 236

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ECON Position: Q2 2014 in Review

Wilbanks Smith & Thomas Asset Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q2 2014, closing a stake of 9,818 shares — an estimated $260K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ECON in Q1 2014 and held it in 1 quarter. The position peaked at $260K in Q1 2014. 95 funds tracked by Wall St. Rank hold ECON as of Q2 2014.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q2 2014 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 9,818 Columbia Emerging Markets Consumer ETF shares in Q2 2014, an estimated $260K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2014 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Columbia Emerging Markets Consumer ETF position peaked at $260K in Q1 2014.
  • 95 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2014.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2014, filed 28 Jul 2014.