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Carroll Financial Associates’s VanEck Indonesia Index ETF IDX Stock Holding History

Carroll Financial Associates’s Portfolio IDX Stock Details IDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-90
Closed -$2K – 794
2014
Q3 		$2K Hold
90
– – ﹤0.01% 748
2014
Q2 		$2K Buy
+90
New +$2.29K ﹤0.01% 813
2013
Q3 		– Sell
-90
Closed – – 819
2013
Q2 		$0 Buy
+90
New +$2.8K ﹤0.01% 648

Other funds holding IDX

HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's IDX Position: Q4 2014 in Review

Carroll Financial Associates sold out of VanEck Indonesia Index ETF (IDX) in Q4 2014, closing a stake of 90 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in IDX in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q3 2014. 45 funds tracked by Wall St. Rank hold IDX as of Q4 2014.

  • Carroll Financial Associates reported no remaining VanEck Indonesia Index ETF position as of Q4 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 90 VanEck Indonesia Index ETF shares in Q4 2014, an estimated $2K.
  • Carroll Financial Associates first reported a position in VanEck Indonesia Index ETF in Q2 2013 and held it in 3 quarters.
  • Carroll Financial Associates's VanEck Indonesia Index ETF position peaked at $2K in Q3 2014.
  • 45 funds tracked by Wall St. Rank held VanEck Indonesia Index ETF as of Q4 2014.

Based on Carroll Financial Associates's 13F filing for Q4 2014, filed 9 Feb 2015.