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Advisor Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Advisor Group’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
2019
Q4 		$21K Sell
538
-38
-7% -$1.43K ﹤0.01% 3927
2019
Q3 		$21K Sell
576
-9,869
-94% -$355K ﹤0.01% 3929
2019
Q2 		$403K Buy
10,445
+9,715
+1,331% +$370K ﹤0.01% 1765
2019
Q1 		$28K Sell
730
-499
-41% -$17.7K ﹤0.01% 3782
2018
Q4 		$44K Sell
1,229
-2,029
-62% -$67.6K ﹤0.01% 3264
2018
Q3 		$112K Buy
3,258
+788
+32% +$28.6K ﹤0.01% 2677
2018
Q2 		$88K Sell
2,470
-1,145
-32% -$40.7K ﹤0.01% 2624
2018
Q1 		$128K Sell
3,615
-201
-5% -$7.38K ﹤0.01% 2345
2017
Q4 		$142K Buy
3,816
+915
+32% +$32.8K ﹤0.01% 2284
2017
Q3 		$99K Sell
2,901
-4,499
-61% -$158K ﹤0.01% 2411
2017
Q2 		$249K Buy
7,400
+6,381
+626% +$213K ﹤0.01% 1624
2017
Q1 		$33K Hold
1,019
– – ﹤0.01% 3014
2016
Q4 		$29K Buy
1,019
+89
+10% +$2.53K ﹤0.01% 2995
2016
Q3 		$28K Hold
930
– – ﹤0.01% 2927
2016
Q2 		$25K Buy
+930
New +$25.4K ﹤0.01% 2920

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advisor Group's INDY Position: Q4 2019 in Review

Advisor Group reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 6.6% in Q4 2019, selling an estimated $1.43K and leaving 538 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3927.

Advisor Group first reported a position in INDY in Q2 2016 and has held it in 15 quarters since. The position peaked at $403K in Q2 2019. 90 funds tracked by Wall St. Rank hold INDY as of Q4 2019.

  • Advisor Group held 538 shares of iShares S&P India Nifty 50 Index Fund worth $21K as of Q4 2019.
  • Advisor Group sold 38 iShares S&P India Nifty 50 Index Fund shares in Q4 2019, an estimated $1.43K.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3927 holding.
  • Advisor Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares S&P India Nifty 50 Index Fund position peaked at $403K in Q2 2019.
  • 90 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.