CWM
INC

Cabot Wealth Management’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Cabot Wealth Management’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,470
Closed -$448K – 141
2017
Q4 		$448K Buy
4,470
+1,679
+60% +$168K 0.1% 96
2017
Q3 		$282K Buy
2,791
+165
+6% +$16.7K 0.06% 114
2017
Q2 		$264K Buy
+2,626
New +$264K 0.06% 118

Other funds holding INC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cabot Wealth Management's INC Position: Q1 2018 in Review

Cabot Wealth Management sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 4,470 shares — an estimated $448K sold.

Cabot Wealth Management first reported a position in INC in Q2 2017 and held it in 3 quarters. The position peaked at $448K in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • Cabot Wealth Management reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • Cabot Wealth Management sold 4,470 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $448K.
  • Cabot Wealth Management first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q2 2017 and held it in 3 quarters.
  • Cabot Wealth Management's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $448K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Cabot Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.