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Atria Investments’s State Street Income Allocation ETF INKM Stock Holding History

Atria Investments’s Portfolio INKM Stock Details INKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-13,706
Closed -$397K – 460
2015
Q4 		$397K Buy
+13,706
New +$416K 0.04% 269

Other funds holding INKM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's INKM Position: Q1 2016 in Review

Atria Investments sold out of State Street Income Allocation ETF (INKM) in Q1 2016, closing a stake of 13,706 shares — an estimated $397K sold.

Atria Investments first reported a position in INKM in Q4 2015 and held it in 1 quarter. The position peaked at $397K in Q4 2015. 17 funds tracked by Wall St. Rank hold INKM as of Q1 2016.

  • Atria Investments reported no remaining State Street Income Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • Atria Investments sold 13,706 State Street Income Allocation ETF shares in Q1 2016, an estimated $397K.
  • Atria Investments first reported a position in State Street Income Allocation ETF in Q4 2015 and held it in 1 quarter.
  • Atria Investments's State Street Income Allocation ETF position peaked at $397K in Q4 2015.
  • 17 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2016.

Based on Atria Investments's 13F filing for Q1 2016, filed 19 Apr 2016.