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Caldwell & Orkin’s iShares MSCI India ETF INDA Stock Holding History

Caldwell & Orkin’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 		$1.5M Buy
+45,800
New +$1.55M 1.53% 23
2017
Q2 		– Sell
-63,500
Closed -$2M – 74
2017
Q1 		$2M Buy
+63,500
New +$1.86M 1.11% 40
2015
Q2 		– Sell
-66,700
Closed -$2.13M – 90
2015
Q1 		$2.13M Hold
66,700
– – 1.19% 31
2014
Q4 		$2M Buy
+66,700
New +$2.06M 1.12% 37

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

Caldwell & Orkin's INDA Position: Q3 2017 in Review

Caldwell & Orkin opened a new position in iShares MSCI India ETF (INDA) in Q3 2017: 45,800 shares worth $1.5M. The stake represents 1.53% of the portfolio and ranks #23 among its holdings. This is a return to the name: Caldwell & Orkin previously reported a position in INDA as recently as Q1 2017.

Caldwell & Orkin first reported a position in INDA in Q4 2014 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2015. 260 funds tracked by Wall St. Rank hold INDA as of Q3 2017.

  • Caldwell & Orkin held 45,800 shares of iShares MSCI India ETF worth $1.5M as of Q3 2017.
  • iShares MSCI India ETF was a new Caldwell & Orkin position in Q3 2017.
  • iShares MSCI India ETF made up 1.53% of Caldwell & Orkin's portfolio in Q3 2017, its #23 holding.
  • Caldwell & Orkin first reported a position in iShares MSCI India ETF in Q4 2014 and has held it in 4 quarters since.
  • Caldwell & Orkin's iShares MSCI India ETF position peaked at $2.13M in Q1 2015.
  • 260 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.