SEC 13F Intelligence

Managers / Q1 2019

INR ADVISORY SERVICES LLC

CIK 0001535477 · 115 W STATE STREET, SUITE 300, MEDIA, PA, 19063 · 610-891-1677

Reported Value
$786M
Q1 2019
Positions
81
Filings on Record
2
2019–present window
Filed
Apr 22, 2019
original filing

Summary

Inr Advisory Services Llc reported $786M in U.S.-listed holdings across 81 positions for Q1 2019.

The portfolio is heavily concentrated: VEU alone accounts for 24.4% of reported value.

Compared with Q4 2018, the fund opened 3 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $699MQ4 ’18Q1 ’19: $786MQ1 ’19filingsflow.com

Portfolio Composition

By security type
ETP: 99.9%Common Stock: 0.1%Other: 0.0%ADR: 0.0%
  • ETP · 99.9% · $785M
  • Common Stock · 0.1% · $849,000
  • Other · 0.0% · $92,000
  • ADR · 0.0% · $57,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2019$786M81Apr 22, 201913F-HRchanges · EDGAR ↗
Q4 2018$699M84Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.