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Atria Investments’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Atria Investments’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
Q4 		– Sell
-6,108
Closed -$209K – 950
2018
Q3 		$209K Buy
+6,108
New +$222K 0.01% 924
2018
Q1 		– Sell
-22,143
Closed -$822K – 893
2017
Q4 		$822K Buy
22,143
+15,255
+221% +$546K 0.04% 367
2017
Q3 		$235K Buy
+6,888
New +$242K 0.01% 691
2017
Q2 		– Sell
-15,744
Closed -$509K – 774
2017
Q1 		$509K Buy
+15,744
New +$474K 0.03% 393

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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Atria Investments's INDY Position: Q4 2018 in Review

Atria Investments sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2018, closing a stake of 6,108 shares — an estimated $209K sold.

Atria Investments first reported a position in INDY in Q1 2017 and held it in 4 quarters. The position peaked at $822K in Q4 2017. 77 funds tracked by Wall St. Rank hold INDY as of Q4 2018.

  • Atria Investments reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2018 after selling out during the quarter.
  • Atria Investments sold 6,108 iShares S&P India Nifty 50 Index Fund shares in Q4 2018, an estimated $209K.
  • Atria Investments first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2017 and held it in 4 quarters.
  • Atria Investments's iShares S&P India Nifty 50 Index Fund position peaked at $822K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.