Janney Montgomery Scott
INKM icon

Janney Montgomery Scott’s State Street Income Allocation ETF INKM Stock Holding History

Janney Montgomery Scott’s Portfolio INKM Stock Details INKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-7,745
Closed -$245K – 2364
2014
Q3 		$245K Buy
+7,745
New +$252K 0.01% 1815
2014
Q1 		– Sell
-8,684
Closed -$265K – 2057
2013
Q4 		$265K Buy
8,684
+273
+3% +$8.41K 0.01% 1522
2013
Q3 		$255K Buy
+8,411
New +$254K 0.01% 1457

Other funds holding INKM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott's INKM Position: Q4 2014 in Review

Janney Montgomery Scott sold out of State Street Income Allocation ETF (INKM) in Q4 2014, closing a stake of 7,745 shares — an estimated $245K sold.

Janney Montgomery Scott first reported a position in INKM in Q3 2013 and held it in 3 quarters. The position peaked at $265K in Q4 2013. 15 funds tracked by Wall St. Rank hold INKM as of Q4 2014.

  • Janney Montgomery Scott reported no remaining State Street Income Allocation ETF position as of Q4 2014 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,745 State Street Income Allocation ETF shares in Q4 2014, an estimated $245K.
  • Janney Montgomery Scott first reported a position in State Street Income Allocation ETF in Q3 2013 and held it in 3 quarters.
  • Janney Montgomery Scott's State Street Income Allocation ETF position peaked at $265K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2014.

Based on Janney Montgomery Scott's 13F filing for Q4 2014, filed 10 Feb 2015.