SevenBridge Financial Group’s Columbia India Consumer ETF INCO Stock Holding History

SevenBridge Financial Group’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 Q1	–	Sell	-7,303	Closed	-$362K	–	622
2017 Q4	$362K	Sell	7,303 -4,095	-36%	-$189K	0.2%	99
2017 Q3	$484K	Hold	11,398	–	–	0.28%	89
2017 Q2	$475K	Sell	11,398 -400	-3%	-$16.3K	0.29%	85
2017 Q1	$463K	Sell	11,798 -16,228	-58%	-$581K	0.3%	84
2016 Q4	$1.02M	Hold	28,026	–	–	0.74%	43
2016 Q3	$1.02M	Buy	28,026 +17,781	+174%	+$628K	0.74%	43
2016 Q2	$342K	Buy	+10,245	New	+$325K	0.24%	98

Other funds holding INCO

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

SevenBridge Financial Group's INCO Position: Q1 2018 in Review

SevenBridge Financial Group sold out of Columbia India Consumer ETF (INCO) in Q1 2018, closing a stake of 7,303 shares — an estimated $362K sold.

SevenBridge Financial Group first reported a position in INCO in Q2 2016 and held it in 7 quarters. The position peaked at $1.02M in Q4 2016. 27 funds tracked by Wall St. Rank hold INCO as of Q1 2018.

SevenBridge Financial Group reported no remaining Columbia India Consumer ETF position as of Q1 2018 after selling out during the quarter.
SevenBridge Financial Group sold 7,303 Columbia India Consumer ETF shares in Q1 2018, an estimated $362K.
SevenBridge Financial Group first reported a position in Columbia India Consumer ETF in Q2 2016 and held it in 7 quarters.
SevenBridge Financial Group's Columbia India Consumer ETF position peaked at $1.02M in Q4 2016.
27 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.