UCFA
INCO icon

United Capital Financial Advisors’s Columbia India Consumer ETF INCO Stock Holding History

United Capital Financial Advisors’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
2015
Q2 		– Sell
-194,811
Closed -$6.38M – 1286
2015
Q1 		$6.38M Buy
194,811
+86,246
+79% +$3.1M 0.08% 297
2014
Q4 		$3.51M Buy
+108,565
New +$3.46M 0.05% 336

Other funds holding INCO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

United Capital Financial Advisors's INCO Position: Q2 2015 in Review

United Capital Financial Advisors sold out of Columbia India Consumer ETF (INCO) in Q2 2015, closing a stake of 194,811 shares — an estimated $6.38M sold.

United Capital Financial Advisors first reported a position in INCO in Q4 2014 and held it in 2 quarters. The position peaked at $6.38M in Q1 2015. 20 funds tracked by Wall St. Rank hold INCO as of Q2 2015.

  • United Capital Financial Advisors reported no remaining Columbia India Consumer ETF position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 194,811 Columbia India Consumer ETF shares in Q2 2015, an estimated $6.38M.
  • United Capital Financial Advisors first reported a position in Columbia India Consumer ETF in Q4 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's Columbia India Consumer ETF position peaked at $6.38M in Q1 2015.
  • 20 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.