IWM
INXX

IHT Wealth Management’s Columbia India Infrastructure ETF INXX Stock Holding History

IHT Wealth Management’s Portfolio INXX Stock Details INXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,805
Closed -$82K – 1636
2018
Q1 		$82K Hold
5,805
– – 0.02% 535
2017
Q4 		$96K Buy
5,805
+197
+4% +$2.99K 0.03% 506
2017
Q3 		$81K Buy
5,608
+373
+7% +$5.33K 0.03% 394
2017
Q2 		$5 Buy
+5,235
New +$70.8K ﹤0.01% 1120

Other funds holding INXX

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

IHT Wealth Management sold out of Columbia India Infrastructure ETF (INXX) in Q2 2018, closing a stake of 5,805 shares — an estimated $82K sold.

IHT Wealth Management first reported a position in INXX in Q2 2017 and held it in 4 quarters. The position peaked at $96K in Q4 2017. 19 funds tracked by Wall St. Rank hold INXX as of Q2 2018.

  • IHT Wealth Management reported no remaining Columbia India Infrastructure ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 5,805 Columbia India Infrastructure ETF shares in Q2 2018, an estimated $82K.
  • IHT Wealth Management first reported a position in Columbia India Infrastructure ETF in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Columbia India Infrastructure ETF position peaked at $96K in Q4 2017.
  • 19 funds tracked by Wall St. Rank held Columbia India Infrastructure ETF as of Q2 2018.

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