Creative Planning
INCO icon

Creative Planning’s Columbia India Consumer ETF INCO Stock Holding History

Creative Planning’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
Q1 		– Sell
-250
Closed -$8K – 4419
2015
Q4 		$8K Buy
+250
New +$7.98K ﹤0.01% 3412

Other funds holding INCO

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's INCO Position: Q1 2016 in Review

Creative Planning sold out of Columbia India Consumer ETF (INCO) in Q1 2016, closing a stake of 250 shares — an estimated $8K sold.

Creative Planning first reported a position in INCO in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 20 funds tracked by Wall St. Rank hold INCO as of Q1 2016.

  • Creative Planning reported no remaining Columbia India Consumer ETF position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 250 Columbia India Consumer ETF shares in Q1 2016, an estimated $8K.
  • Creative Planning first reported a position in Columbia India Consumer ETF in Q4 2015 and held it in 1 quarter.
  • Creative Planning's Columbia India Consumer ETF position peaked at $8K in Q4 2015.
  • 20 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.