UCFA
INXX

United Capital Financial Advisors’s Columbia India Infrastructure ETF INXX Stock Holding History

United Capital Financial Advisors’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
2014
Q3 		– Sell
-50,138
Closed -$744K – 1139
2014
Q2 		$744K Buy
+50,138
New +$658K 0.01% 616

Other funds holding INXX

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
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

United Capital Financial Advisors's INXX Position: Q3 2014 in Review

United Capital Financial Advisors sold out of Columbia India Infrastructure ETF (INXX) in Q3 2014, closing a stake of 50,138 shares — an estimated $744K sold.

United Capital Financial Advisors first reported a position in INXX in Q2 2014 and held it in 1 quarter. The position peaked at $744K in Q2 2014. 21 funds tracked by Wall St. Rank hold INXX as of Q3 2014.

  • United Capital Financial Advisors reported no remaining Columbia India Infrastructure ETF position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 50,138 Columbia India Infrastructure ETF shares in Q3 2014, an estimated $744K.
  • United Capital Financial Advisors first reported a position in Columbia India Infrastructure ETF in Q2 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's Columbia India Infrastructure ETF position peaked at $744K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held Columbia India Infrastructure ETF as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.