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

Beaumont 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
2019 Q3	–	Sell	-44,726	Closed	-$1.72M	–	282
2019 Q2	$1.72M	Buy	+44,726	New	+$1.7M	0.18%	89
2018 Q4	–	Sell	-95,419	Closed	-$3.26M	–	217
2018 Q3	$3.26M	Buy	+95,419	New	+$3.47M	0.33%	72
2018 Q1	–	Sell	-76,468	Closed	-$2.84M	–	217
2017 Q4	$2.84M	Sell	76,468 -12,591	-14%	-$451K	0.33%	67
2017 Q3	$3.04M	Sell	89,059 -882	-1%	-$31K	0.38%	62
2017 Q2	$3.02M	Buy	+89,941	New	+$3.01M	0.39%	62
2014 Q4	–	Sell	-429,989	Closed	-$12.8M	–	165
2014 Q3	$12.8M	Buy	+429,989	New	+$12.8M	0.83%	48

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beaumont Financial Advisors's INDY Position: Q3 2019 in Review

Beaumont Financial Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2019, closing a stake of 44,726 shares — an estimated $1.72M sold.

Beaumont Financial Advisors first reported a position in INDY in Q3 2014 and held it in 6 quarters. The position peaked at $12.8M in Q3 2014. 80 funds tracked by Wall St. Rank hold INDY as of Q3 2019.

Beaumont Financial Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 44,726 iShares S&P India Nifty 50 Index Fund shares in Q3 2019, an estimated $1.72M.
Beaumont Financial Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2014 and held it in 6 quarters.
Beaumont Financial Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $12.8M in Q3 2014.
80 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2019.

Based on Beaumont Financial Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.