CWM
INDA icon

Cabot Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Cabot Wealth Management’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
2017
Q3 		– Sell
-20,193
Closed -$648K – 133
2017
Q2 		$648K Sell
20,193
-1,245
-6% -$40.1K 0.15% 92
2017
Q1 		$675K Sell
21,438
-5,405
-20% -$158K 0.17% 89
2016
Q4 		$720K Sell
26,843
-1,907
-7% -$53K 0.19% 98
2016
Q3 		$846K Sell
28,750
-742
-3% -$21.8K 0.22% 93
2016
Q2 		$823K Sell
29,492
-676
-2% -$18.4K 0.22% 93
2016
Q1 		$818K Sell
30,168
-690
-2% -$17.6K 0.23% 87
2015
Q4 		$849K Buy
+30,858
New +$862K 0.22% 101

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Cabot Wealth Management's INDA Position: Q3 2017 in Review

Cabot Wealth Management sold out of iShares MSCI India ETF (INDA) in Q3 2017, closing a stake of 20,193 shares — an estimated $648K sold.

Cabot Wealth Management first reported a position in INDA in Q4 2015 and held it in 7 quarters. The position peaked at $849K in Q4 2015. 260 funds tracked by Wall St. Rank hold INDA as of Q3 2017.

  • Cabot Wealth Management reported no remaining iShares MSCI India ETF position as of Q3 2017 after selling out during the quarter.
  • Cabot Wealth Management sold 20,193 iShares MSCI India ETF shares in Q3 2017, an estimated $648K.
  • Cabot Wealth Management first reported a position in iShares MSCI India ETF in Q4 2015 and held it in 7 quarters.
  • Cabot Wealth Management's iShares MSCI India ETF position peaked at $849K in Q4 2015.
  • 260 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2017.

Based on Cabot Wealth Management's 13F filing for Q3 2017, filed 6 Nov 2017.