Sonora Investment Management’s Columbia India Infrastructure ETF INXX Stock Holding History

Sonora Investment 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
2017 Q4	–	Sell	-3,000	Closed	-$42.4K	–	1258
2017 Q3	$42.4K	Sell	3,000 -3,200	-52%	-$45.7K	0.01%	374
2017 Q2	$82.2K	Hold	6,200	–	–	0.02%	272
2017 Q1	$81K	Hold	6,200	–	–	0.02%	273
2016 Q4	$65.5K	Buy	6,200 +1,200	+24%	+$13.8K	0.01%	262
2016 Q3	$59.5K	Sell	5,000 -1,200	-19%	-$14.1K	0.01%	275
2016 Q2	$69.2K	Hold	6,200	–	–	0.02%	230
2016 Q1	$64.8K	Hold	6,200	–	–	0.02%	243
2015 Q4	$65K	Hold	6,200	–	–	0.02%	197
2015 Q3	$64K	Buy	+6,200	New	+$72.4K	0.02%	191

Other funds holding INXX

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Sonora Investment Management's INXX Position: Q4 2017 in Review

Sonora Investment Management sold out of Columbia India Infrastructure ETF (INXX) in Q4 2017, closing a stake of 3,000 shares — an estimated $42.4K sold.

Sonora Investment Management first reported a position in INXX in Q3 2015 and held it in 9 quarters. The position peaked at $82.2K in Q2 2017. 19 funds tracked by Wall St. Rank hold INXX as of Q4 2017.

Sonora Investment Management reported no remaining Columbia India Infrastructure ETF position as of Q4 2017 after selling out during the quarter.
Sonora Investment Management sold 3,000 Columbia India Infrastructure ETF shares in Q4 2017, an estimated $42.4K.
Sonora Investment Management first reported a position in Columbia India Infrastructure ETF in Q3 2015 and held it in 9 quarters.
Sonora Investment Management's Columbia India Infrastructure ETF position peaked at $82.2K in Q2 2017.
19 funds tracked by Wall St. Rank held Columbia India Infrastructure ETF as of Q4 2017.

Based on Sonora Investment Management's 13F filing for Q4 2017, filed 5 Feb 2018.