WAM
COLO

Wealthspire Advisors (Maryland)’s Global X MSCI Colombia ETF COLO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio COLO Stock Details COLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-125
Closed -$5K – 2428
2018
Q2 		$5K Buy
+125
New +$5.38K ﹤0.01% 1785

Other funds holding COLO

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COLO Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Global X MSCI Colombia ETF (COLO) in Q3 2018, closing a stake of 125 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in COLO in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 32 funds tracked by Wall St. Rank hold COLO as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Global X MSCI Colombia ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 125 Global X MSCI Colombia ETF shares in Q3 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Global X MSCI Colombia ETF in Q2 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Global X MSCI Colombia ETF position peaked at $5K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held Global X MSCI Colombia ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.