EWM
INCO icon

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

EPG 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
2020
Q2 		– Sell
-906
Closed -$28K – 439
2020
Q1 		$28K Sell
906
-196
-18% -$7.67K 0.02% 348
2019
Q4 		$47K Buy
+1,102
New +$46.4K 0.03% 242

Other funds holding INCO

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
ACM
Aubrey Capital Management Edinburgh, United Kingdom $186M AUM 47.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

EPG Wealth Management's INCO Position: Q2 2020 in Review

EPG Wealth Management sold out of Columbia India Consumer ETF (INCO) in Q2 2020, closing a stake of 906 shares — an estimated $28K sold.

EPG Wealth Management first reported a position in INCO in Q4 2019 and held it in 2 quarters. The position peaked at $47K in Q4 2019. 18 funds tracked by Wall St. Rank hold INCO as of Q2 2020.

  • EPG Wealth Management reported no remaining Columbia India Consumer ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 906 Columbia India Consumer ETF shares in Q2 2020, an estimated $28K.
  • EPG Wealth Management first reported a position in Columbia India Consumer ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Columbia India Consumer ETF position peaked at $47K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.