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Strategic Wealth Partners’s Columbia India Consumer ETF INCO Stock Holding History

Strategic Wealth Partners’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
2019
Q3 		– Sell
-495
Closed -$20K – 747
2019
Q2 		$20K Buy
+495
New +$20.4K 0.01% 341

Other funds holding INCO

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $186M AUM 47.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Strategic Wealth Partners's INCO Position: Q3 2019 in Review

Strategic Wealth Partners sold out of Columbia India Consumer ETF (INCO) in Q3 2019, closing a stake of 495 shares — an estimated $20K sold.

Strategic Wealth Partners first reported a position in INCO in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 26 funds tracked by Wall St. Rank hold INCO as of Q3 2019.

  • Strategic Wealth Partners reported no remaining Columbia India Consumer ETF position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 495 Columbia India Consumer ETF shares in Q3 2019, an estimated $20K.
  • Strategic Wealth Partners first reported a position in Columbia India Consumer ETF in Q2 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's Columbia India Consumer ETF position peaked at $20K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q3 2019.

Based on Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.