Carroll Financial Associates’s Columbia International Equity Income ETF INEQ Stock Holding History

Carroll Financial Associates’s Portfolio INEQ Stock Details INEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-70	Closed	-$1K	–	1711
2019 Q4	$1K	Hold	70	–	–	﹤0.01%	1490
2019 Q3	$1K	Hold	70	–	–	﹤0.01%	1470
2019 Q2	$1K	Hold	70	–	–	﹤0.01%	1529
2019 Q1	$1K	Hold	70	–	–	﹤0.01%	1339
2018 Q4	$1K	Sell	70 -7,341	-99%	-$193K	﹤0.01%	1267
2018 Q3	$213K	Hold	7,411	–	–	0.02%	272
2018 Q2	$209K	Hold	7,411	–	–	0.02%	271
2018 Q1	$218K	Hold	7,411	–	–	0.02%	266
2017 Q4	$226K	Buy	7,411 +7,341	+10,487%	+$225K	0.02%	258
2017 Q3	$2K	Hold	70	–	–	﹤0.01%	1116
2017 Q2	$2K	Buy	+70	New	+$2K	﹤0.01%	1110

Other funds holding INEQ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Carroll Financial Associates's INEQ Position: Q1 2020 in Review

Carroll Financial Associates sold out of Columbia International Equity Income ETF (INEQ) in Q1 2020, closing a stake of 70 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in INEQ in Q2 2017 and held it in 11 quarters. The position peaked at $226K in Q4 2017. 10 funds tracked by Wall St. Rank hold INEQ as of Q1 2020.

Carroll Financial Associates reported no remaining Columbia International Equity Income ETF position as of Q1 2020 after selling out during the quarter.
Carroll Financial Associates sold 70 Columbia International Equity Income ETF shares in Q1 2020, an estimated $1K.
Carroll Financial Associates first reported a position in Columbia International Equity Income ETF in Q2 2017 and held it in 11 quarters.
Carroll Financial Associates's Columbia International Equity Income ETF position peaked at $226K in Q4 2017.
10 funds tracked by Wall St. Rank held Columbia International Equity Income ETF as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.