Planning Alternatives Ltd. ADV Has $15.71 Million Position in Columbia EM Core ex-China ETF $XCEM

Planning Alternatives Ltd. ADV grew its position in Columbia EM Core ex-China ETF (NYSEARCA:XCEM) by 18.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 385,033 shares of the company’s stock after purchasing an additional 60,636 shares during the period. Columbia EM Core ex-China ETF comprises about 2.0% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 10th largest position. Planning Alternatives Ltd. ADV owned about 1.02% of Columbia EM Core ex-China ETF worth $15,713,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Global Retirement Partners LLC bought a new stake in Columbia EM Core ex-China ETF in the 4th quarter worth about $33,000. Allworth Financial LP increased its stake in Columbia EM Core ex-China ETF by 76.7% in the 4th quarter. Allworth Financial LP now owns 2,234 shares of the company’s stock valued at $86,000 after buying an additional 970 shares during the last quarter. Atlas Capital Advisors Inc. bought a new position in shares of Columbia EM Core ex-China ETF during the 4th quarter worth approximately $98,000. Sunbelt Securities Inc. bought a new position in shares of Columbia EM Core ex-China ETF during the 3rd quarter worth approximately $116,000. Finally, EverSource Wealth Advisors LLC bought a new position in shares of Columbia EM Core ex-China ETF during the 2nd quarter worth approximately $129,000.

Columbia EM Core ex-China ETF Price Performance

Shares of NYSEARCA XCEM opened at $47.73 on Monday. The company has a market capitalization of $1.90 billion, a PE ratio of 14.14 and a beta of 0.89. The stock’s 50 day moving average price is $50.98 and its 200-day moving average price is $45.70. Columbia EM Core ex-China ETF has a twelve month low of $33.76 and a twelve month high of $55.43.

About Columbia EM Core ex-China ETF

The Columbia EM Core ex-China ETF (XCEM) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market-cap-weighted index that provides broad equity exposure to emerging markets excluding China. XCEM was launched on Sep 2, 2015 and is managed by Columbia.