CO
INXX

Caldwell & Orkin’s Columbia India Infrastructure ETF INXX Stock Holding History

Caldwell & Orkin’s Portfolio INXX Stock Details INXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-31,000
Closed -$405K – 103
2017
Q1 		$405K Buy
+31,000
New +$375K 0.23% 79

Other funds holding INXX

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Caldwell & Orkin's INXX Position: Q2 2017 in Review

Caldwell & Orkin sold out of Columbia India Infrastructure ETF (INXX) in Q2 2017, closing a stake of 31,000 shares — an estimated $405K sold.

Caldwell & Orkin first reported a position in INXX in Q1 2017 and held it in 1 quarter. The position peaked at $405K in Q1 2017. 23 funds tracked by Wall St. Rank hold INXX as of Q2 2017.

  • Caldwell & Orkin reported no remaining Columbia India Infrastructure ETF position as of Q2 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 31,000 Columbia India Infrastructure ETF shares in Q2 2017, an estimated $405K.
  • Caldwell & Orkin first reported a position in Columbia India Infrastructure ETF in Q1 2017 and held it in 1 quarter.
  • Caldwell & Orkin's Columbia India Infrastructure ETF position peaked at $405K in Q1 2017.
  • 23 funds tracked by Wall St. Rank held Columbia India Infrastructure ETF as of Q2 2017.

Based on Caldwell & Orkin's 13F filing for Q2 2017, filed 10 Aug 2017.