Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Columbia India Consumer ETF INCO Stock Holding History

Envestnet Portfolio Solutions’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
2023
Q4 		– Sell
-4,152
Closed -$220K – 1572
2023
Q3 		$220K Buy
+4,152
New +$219K ﹤0.01% 1394

Other funds holding INCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions's INCO Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Columbia India Consumer ETF (INCO) in Q4 2023, closing a stake of 4,152 shares — an estimated $220K sold.

Envestnet Portfolio Solutions first reported a position in INCO in Q3 2023 and held it in 1 quarter. The position peaked at $220K in Q3 2023. 28 funds tracked by Wall St. Rank hold INCO as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Columbia India Consumer ETF position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,152 Columbia India Consumer ETF shares in Q4 2023, an estimated $220K.
  • Envestnet Portfolio Solutions first reported a position in Columbia India Consumer ETF in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Columbia India Consumer ETF position peaked at $220K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.