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Concert Wealth Management’s Columbia India Consumer ETF INCO Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-14,753
Closed -$538K – 707
2016
Q3 		$538K Buy
14,753
+6,122
+71% +$216K 0.07% 362
2016
Q2 		$287K Buy
8,631
+1,681
+24% +$53.4K 0.04% 476
2016
Q1 		$214K Buy
+6,950
New +$203K 0.03% 569

Other funds holding INCO

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's INCO Position: Q4 2016 in Review

Concert Wealth Management sold out of Columbia India Consumer ETF (INCO) in Q4 2016, closing a stake of 14,753 shares — an estimated $538K sold.

Concert Wealth Management first reported a position in INCO in Q1 2016 and held it in 3 quarters. The position peaked at $538K in Q3 2016. 18 funds tracked by Wall St. Rank hold INCO as of Q4 2016.

  • Concert Wealth Management reported no remaining Columbia India Consumer ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 14,753 Columbia India Consumer ETF shares in Q4 2016, an estimated $538K.
  • Concert Wealth Management first reported a position in Columbia India Consumer ETF in Q1 2016 and held it in 3 quarters.
  • Concert Wealth Management's Columbia India Consumer ETF position peaked at $538K in Q3 2016.
  • 18 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.