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

IHT 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
2018
Q2 		– Sell
-1,828
Closed -$85K – 874
2018
Q1 		$85K Hold
1,828
– – 0.02% 525
2017
Q4 		$93K Buy
1,828
+67
+4% +$3.1K 0.02% 509
2017
Q3 		$76K Buy
1,761
+117
+7% +$5.08K 0.03% 408
2017
Q2 		$263 Buy
+1,644
New +$66.9K 0.13% 196

Other funds holding INCO

ACM
Aubrey Capital Management Edinburgh, United Kingdom $186M AUM 47.53% 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
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IHT Wealth Management's INCO Position: Q2 2018 in Review

IHT Wealth Management sold out of Columbia India Consumer ETF (INCO) in Q2 2018, closing a stake of 1,828 shares — an estimated $85K sold.

IHT Wealth Management first reported a position in INCO in Q2 2017 and held it in 4 quarters. The position peaked at $93K in Q4 2017. 27 funds tracked by Wall St. Rank hold INCO as of Q2 2018.

  • IHT Wealth Management reported no remaining Columbia India Consumer ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,828 Columbia India Consumer ETF shares in Q2 2018, an estimated $85K.
  • IHT Wealth Management first reported a position in Columbia India Consumer ETF in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Columbia India Consumer ETF position peaked at $93K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.