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

Belmont Global 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
2016
Q3 		$298K Sell
10,000
-10,000
-50% -$297K 0.28% 49
2016
Q2 		$566K Buy
+20,000
New +$546K 0.54% 39

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
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Belmont Global Advisors's INDY Position: Q3 2016 in Review

Belmont Global Advisors reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 50% in Q3 2016, selling an estimated $297K and leaving 10,000 shares worth $298K. The position accounts for 0.28% of the portfolio, ranked #49.

Belmont Global Advisors first reported a position in INDY in Q2 2016 and has held it in 2 quarters since. The position peaked at $566K in Q2 2016. 83 funds tracked by Wall St. Rank hold INDY as of Q3 2016.

  • Belmont Global Advisors held 10,000 shares of iShares S&P India Nifty 50 Index Fund worth $298K as of Q3 2016.
  • Belmont Global Advisors sold 10,000 iShares S&P India Nifty 50 Index Fund shares in Q3 2016, an estimated $297K.
  • iShares S&P India Nifty 50 Index Fund made up 0.28% of Belmont Global Advisors's portfolio in Q3 2016, its #49 holding.
  • Belmont Global Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2016 and has held it in 2 quarters since.
  • Belmont Global Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $566K in Q2 2016.
  • 83 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.