SWM
INEQ

SVA Wealth Management’s Columbia International Equity Income ETF INEQ Stock Holding History

SVA Wealth Management’s Portfolio INEQ Stock Details INEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-48,284
Closed -$1.22M – 206
2019
Q2 		$1.22M Buy
48,284
+1,082
+2% +$27.4K 0.12% 117
2019
Q1 		$1.19M Buy
+47,202
New +$1.19M 0.12% 120

Other funds holding INEQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVA Wealth Management's INEQ Position: Q3 2019 in Review

SVA Wealth Management sold out of Columbia International Equity Income ETF (INEQ) in Q3 2019, closing a stake of 48,284 shares — an estimated $1.22M sold.

SVA Wealth Management first reported a position in INEQ in Q1 2019 and held it in 2 quarters. The position peaked at $1.22M in Q2 2019. 11 funds tracked by Wall St. Rank hold INEQ as of Q3 2019.

  • SVA Wealth Management reported no remaining Columbia International Equity Income ETF position as of Q3 2019 after selling out during the quarter.
  • SVA Wealth Management sold 48,284 Columbia International Equity Income ETF shares in Q3 2019, an estimated $1.22M.
  • SVA Wealth Management first reported a position in Columbia International Equity Income ETF in Q1 2019 and held it in 2 quarters.
  • SVA Wealth Management's Columbia International Equity Income ETF position peaked at $1.22M in Q2 2019.
  • 11 funds tracked by Wall St. Rank held Columbia International Equity Income ETF as of Q3 2019.

Based on SVA Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.