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

Brookstone Capital Management’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
2023 Q4	–	Sell	-4,856	Closed	-$220K	–	893
2023 Q3	$220K	Buy	+4,856	New	+$221K	﹤0.01%	761
2021 Q4	–	Sell	-27,166	Closed	-$1.44M	–	777
2021 Q3	$1.44M	Buy	+27,166	New	+$1.33M	0.03%	313
2018 Q4	–	Sell	-75,266	Closed	-$2.57M	–	353
2018 Q3	$2.57M	Buy	+75,266	New	+$2.74M	0.2%	120
2018 Q1	–	Sell	-148,082	Closed	-$5.5M	–	354
2017 Q4	$5.5M	Buy	+148,082	New	+$5.3M	0.49%	66
2017 Q2	–	Sell	-254,590	Closed	-$8.23M	–	324
2017 Q1	$8.23M	Buy	+254,590	New	+$7.66M	0.83%	29

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

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brookstone Capital Management's INDY Position: Q4 2023 in Review

Brookstone Capital Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2023, closing a stake of 4,856 shares — an estimated $220K sold.

Brookstone Capital Management first reported a position in INDY in Q1 2017 and held it in 5 quarters. The position peaked at $8.23M in Q1 2017. 83 funds tracked by Wall St. Rank hold INDY as of Q4 2023.

Brookstone Capital Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2023 after selling out during the quarter.
Brookstone Capital Management sold 4,856 iShares S&P India Nifty 50 Index Fund shares in Q4 2023, an estimated $220K.
Brookstone Capital Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2017 and held it in 5 quarters.
Brookstone Capital Management's iShares S&P India Nifty 50 Index Fund position peaked at $8.23M in Q1 2017.
83 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2023.

Based on Brookstone Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.