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

Advisors Preferred’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
2024 Q1	–	Sell	-907	Closed	-$44.6K	–	227
2023 Q4	$44.6K	Hold	907	–	–	0.01%	175
2023 Q3	$40.9K	Hold	907	–	–	0.01%	152
2023 Q2	$41.1K	Buy	+907	New	+$38.9K	0.01%	122
2014 Q2	–	Sell	-60,985	Closed	-$1.57M	–	379
2014 Q1	$1.57M	Buy	60,985 +32,713	+116%	+$762K	0.72%	52
2013 Q4	$664K	Buy	+28,272	New	+$644K	0.37%	64

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Preferred's INDY Position: Q1 2024 in Review

Advisors Preferred sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2024, closing a stake of 907 shares — an estimated $44.6K sold.

Advisors Preferred first reported a position in INDY in Q4 2013 and held it in 5 quarters. The position peaked at $1.57M in Q1 2014. 101 funds tracked by Wall St. Rank hold INDY as of Q1 2024.

Advisors Preferred reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2024 after selling out during the quarter.
Advisors Preferred sold 907 iShares S&P India Nifty 50 Index Fund shares in Q1 2024, an estimated $44.6K.
Advisors Preferred first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2013 and held it in 5 quarters.
Advisors Preferred's iShares S&P India Nifty 50 Index Fund position peaked at $1.57M in Q1 2014.
101 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.