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Calton & Associates’s Columbia India Consumer ETF INCO Stock Holding History

Calton & Associates’s Portfolio INCO Stock Details INCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,142
Closed -$57K – 798
2017
Q4 		$57K Buy
+1,142
New +$52.8K 0.01% 653

Other funds holding INCO

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
ACM
Aubrey Capital Management Edinburgh, United Kingdom $186M AUM 47.53% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

Calton & Associates's INCO Position: Q1 2018 in Review

Calton & Associates sold out of Columbia India Consumer ETF (INCO) in Q1 2018, closing a stake of 1,142 shares — an estimated $57K sold.

Calton & Associates first reported a position in INCO in Q4 2017 and held it in 1 quarter. The position peaked at $57K in Q4 2017. 27 funds tracked by Wall St. Rank hold INCO as of Q1 2018.

  • Calton & Associates reported no remaining Columbia India Consumer ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,142 Columbia India Consumer ETF shares in Q1 2018, an estimated $57K.
  • Calton & Associates first reported a position in Columbia India Consumer ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Columbia India Consumer ETF position peaked at $57K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.