Berman Capital Advisors’s iShares MSCI India ETF INDA Stock Holding History

Berman Capital Advisors’s Portfolio INDA Stock Details INDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,690	Closed	-$94K	–	1557
2019 Q4	$94K	Hold	2,690	–	–	0.03%	228
2019 Q3	$90K	Sell	2,690 -5,781	-68%	-$191K	0.03%	221
2019 Q2	$299K	Sell	8,471 -50,494	-86%	-$1.78M	0.1%	107
2019 Q1	$2.08M	Sell	58,965 -63,922	-52%	-$2.12M	0.7%	21
2018 Q4	$4.1M	Sell	122,887 -31,805	-21%	-$1M	1.61%	13
2018 Q3	$5.02M	Sell	154,692 -31,758	-17%	-$1.1M	2.12%	12
2018 Q2	$6.18M	Buy	186,450 +26,359	+16%	+$895K	2.15%	14
2018 Q1	$5.45M	Buy	160,091 +82,872	+107%	+$2.94M	2.08%	13
2017 Q4	$2.79M	Buy	+77,219	New	+$2.69M	0.92%	25

Other funds holding INDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's INDA Position: Q1 2020 in Review

Berman Capital Advisors sold out of iShares MSCI India ETF (INDA) in Q1 2020, closing a stake of 2,690 shares — an estimated $94K sold.

Berman Capital Advisors first reported a position in INDA in Q4 2017 and held it in 9 quarters. The position peaked at $6.18M in Q2 2018. 275 funds tracked by Wall St. Rank hold INDA as of Q1 2020.

Berman Capital Advisors reported no remaining iShares MSCI India ETF position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 2,690 iShares MSCI India ETF shares in Q1 2020, an estimated $94K.
Berman Capital Advisors first reported a position in iShares MSCI India ETF in Q4 2017 and held it in 9 quarters.
Berman Capital Advisors's iShares MSCI India ETF position peaked at $6.18M in Q2 2018.
275 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.