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Baltimore-Washington Financial Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Baltimore-Washington Financial 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
2015
Q4 		– Sell
-5,775
Closed -$161K – 172
2015
Q3 		$161K Sell
5,775
-12,075
-68% -$349K 0.05% 99
2015
Q2 		$533K Buy
17,850
+1,000
+6% +$30.2K 0.16% 83
2015
Q1 		$528K Buy
16,850
+5,625
+50% +$180K 0.15% 84
2014
Q4 		$336K Buy
11,225
+2,195
+24% +$66.9K 0.1% 93
2014
Q3 		$268K Sell
9,030
-350
-4% -$10.4K 0.09% 92
2014
Q2 		$272K Sell
9,380
-525
-5% -$14.4K 0.08% 99
2014
Q1 		$255K Buy
9,905
+200
+2% +$4.66K 0.09% 89
2013
Q4 		$228K Sell
9,705
-430
-4% -$9.8K 0.08% 102
2013
Q3 		$213K Buy
10,135
+500
+5% +$10.7K 0.08% 87
2013
Q2 		$215K Buy
+9,635
New +$232K 0.09% 86

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
AS
AIA (Singapore) Singapore $235M AUM 4.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Baltimore-Washington Financial Advisors's INDY Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2015, closing a stake of 5,775 shares — an estimated $161K sold.

Baltimore-Washington Financial Advisors first reported a position in INDY in Q2 2013 and held it in 10 quarters. The position peaked at $533K in Q2 2015. 95 funds tracked by Wall St. Rank hold INDY as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 5,775 iShares S&P India Nifty 50 Index Fund shares in Q4 2015, an estimated $161K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2013 and held it in 10 quarters.
  • Baltimore-Washington Financial Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $533K in Q2 2015.
  • 95 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.