Cabot Wealth Management’s Columbia India Infrastructure ETF INXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-14,401
Closed -$171K 140
2018
Q3
$171K Sell
14,401
-446
-3% -$5.68K 0.04% 123
2018
Q2
$187K Hold
14,847
0.04% 120
2018
Q1
$210K Sell
14,847
-5,595
-27% -$84.5K 0.05% 122
2017
Q4
$324K Sell
20,442
-1,365
-6% -$20.7K 0.07% 111
2017
Q3
$308K Buy
+21,807
New +$311K 0.07% 110

Other funds holding INXX

Cabot Wealth Management's INXX Position: Q4 2018 in Review

Cabot Wealth Management sold out of Columbia India Infrastructure ETF (INXX) in Q4 2018, closing a stake of 14,401 shares — an estimated $171K sold.

Cabot Wealth Management first reported a position in INXX in Q3 2017 and held it in 5 quarters. The position peaked at $324K in Q4 2017. 17 funds tracked by Wall St. Rank hold INXX as of Q4 2018.

  • Cabot Wealth Management reported no remaining Columbia India Infrastructure ETF position as of Q4 2018 after selling out during the quarter.
  • Cabot Wealth Management sold 14,401 Columbia India Infrastructure ETF shares in Q4 2018, an estimated $171K.
  • Cabot Wealth Management first reported a position in Columbia India Infrastructure ETF in Q3 2017 and held it in 5 quarters.
  • Cabot Wealth Management's Columbia India Infrastructure ETF position peaked at $324K in Q4 2017.
  • 17 funds tracked by Wall St. Rank held Columbia India Infrastructure ETF as of Q4 2018.

Based on Cabot Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.