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Accuvest Global Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Accuvest Global Advisors’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-77
Closed -$3K – 105
2017
Q4 		$3K Buy
+77
New +$2.76K ﹤0.01% 94
2017
Q3 		– Sell
-24,282
Closed -$816K – 99
2017
Q2 		$816K Buy
+24,282
New +$811K 0.27% 42
2017
Q1 		– Sell
-11,500
Closed -$314K – 100
2016
Q4 		$314K Sell
11,500
-95,030
-89% -$2.7M 0.28% 42
2016
Q3 		$3.17M Buy
106,530
+44,130
+71% +$1.31M 0.89% 22
2016
Q2 		$1.77M Buy
62,400
+51,200
+457% +$1.4M 1.08% 21
2016
Q1 		$301K Sell
11,200
-4,060
-27% -$103K 0.15% 58
2015
Q4 		$415K Buy
+15,260
New +$421K 0.18% 50
2015
Q3 		– Sell
-34,660
Closed -$1.03M – 80
2015
Q2 		$1.03M Buy
34,660
+27,816
+406% +$840K 0.39% 36
2015
Q1 		$214K Sell
6,844
-79,088
-92% -$2.53M 0.08% 72
2014
Q4 		$2.57M Sell
85,932
-37,748
-31% -$1.15M 0.55% 29
2014
Q3 		$3.67M Sell
123,680
-71,111
-37% -$2.12M 1.21% 22
2014
Q2 		$5.64M Buy
194,791
+9,645
+5% +$264K 1.73% 20
2014
Q1 		$4.76M Buy
+185,146
New +$4.31M 1.24% 24
2013
Q3 		– Sell
-97,633
Closed -$2.18M – 64
2013
Q2 		$2.18M Buy
+97,633
New +$2.35M 0.48% 41

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
AIM
AIA Investment Management Singapore $437M AUM 45.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Accuvest Global Advisors's INDY Position: Q1 2018 in Review

Accuvest Global Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2018, closing a stake of 77 shares — an estimated $3K sold.

Accuvest Global Advisors first reported a position in INDY in Q2 2013 and held it in 14 quarters. The position peaked at $5.64M in Q2 2014. 91 funds tracked by Wall St. Rank hold INDY as of Q1 2018.

  • Accuvest Global Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2018 after selling out during the quarter.
  • Accuvest Global Advisors sold 77 iShares S&P India Nifty 50 Index Fund shares in Q1 2018, an estimated $3K.
  • Accuvest Global Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2013 and held it in 14 quarters.
  • Accuvest Global Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $5.64M in Q2 2014.
  • 91 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2018.

Based on Accuvest Global Advisors's 13F filing for Q1 2018, filed 11 Apr 2018.