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Wagner Wealth Management (South Carolina)’s Columbia India Consumer ETF INCO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$4K Sell
100
-296
-75% -$13.6K ﹤0.01% 502
2018
Q2 		$18K Hold
396
– – 0.01% 329
2018
Q1 		$18K Hold
396
– – 0.01% 308
2017
Q4 		$20K Buy
+396
New +$18.3K 0.02% 303

Other funds holding INCO

ACM
Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s INCO Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) reduced its Columbia India Consumer ETF (INCO) stake by 75% in Q3 2018, selling an estimated $13.6K and leaving 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Wagner Wealth Management (South Carolina) first reported a position in INCO in Q4 2017 and has held it in 4 quarters since. The position peaked at $20K in Q4 2017. 28 funds tracked by Wall St. Rank hold INCO as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 100 shares of Columbia India Consumer ETF worth $4K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) sold 296 Columbia India Consumer ETF shares in Q3 2018, an estimated $13.6K.
  • Columbia India Consumer ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #502 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Columbia India Consumer ETF in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Columbia India Consumer ETF position peaked at $20K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.