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Berkeley Capital Partners’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Berkeley Capital Partners’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
Q1 		– Sell
-16,349
Closed -$577K – 128
2018
Q4 		$577K Sell
16,349
-13,435
-45% -$448K 0.32% 61
2018
Q3 		$1.02M Sell
29,784
-679
-2% -$24.7K 0.57% 40
2018
Q2 		$1.07M Sell
30,463
-29
-0.1% -$1.03K 0.63% 36
2018
Q1 		$1.08M Buy
30,492
+93
+0.3% +$3.42K 0.62% 35
2017
Q4 		$1.13M Sell
30,399
-533
-2% -$19.1K 0.74% 30
2017
Q3 		$1.05M Sell
30,932
-1,996
-6% -$70.1K 0.71% 30
2017
Q2 		$1.11M Buy
32,928
+219
+0.7% +$7.32K 0.75% 26
2017
Q1 		$1.06M Buy
32,709
+758
+2% +$22.8K 0.72% 29
2016
Q4 		$874K Buy
31,951
+254
+0.8% +$7.22K 0.63% 36
2016
Q3 		$945K Buy
31,697
+290
+0.9% +$8.62K 0.67% 33
2016
Q2 		$889K Buy
31,407
+955
+3% +$26.1K 0.62% 32
2016
Q1 		$819K Buy
+30,452
New +$769K 0.59% 37

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Berkeley Capital Partners's INDY Position: Q1 2019 in Review

Berkeley Capital Partners sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2019, closing a stake of 16,349 shares — an estimated $577K sold.

Berkeley Capital Partners first reported a position in INDY in Q1 2016 and held it in 12 quarters. The position peaked at $1.13M in Q4 2017. 81 funds tracked by Wall St. Rank hold INDY as of Q1 2019.

  • Berkeley Capital Partners reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2019 after selling out during the quarter.
  • Berkeley Capital Partners sold 16,349 iShares S&P India Nifty 50 Index Fund shares in Q1 2019, an estimated $577K.
  • Berkeley Capital Partners first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2016 and held it in 12 quarters.
  • Berkeley Capital Partners's iShares S&P India Nifty 50 Index Fund position peaked at $1.13M in Q4 2017.
  • 81 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2019.

Based on Berkeley Capital Partners's 13F filing for Q1 2019, filed 30 Apr 2019.