CPA
INDA icon

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

Capital Planning 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
2019
Q4 		– Sell
-250
Closed -$8K – 132
2019
Q3 		$8K Buy
+250
New +$8.26K ﹤0.01% 145
2016
Q2 		– Sell
-9,300
Closed -$252K – 101
2016
Q1 		$252K Sell
9,300
-18,215
-66% -$465K 0.12% 87
2015
Q4 		$757K Buy
27,515
+17,353
+171% +$485K 0.44% 52
2015
Q3 		$290K Buy
10,162
+977
+11% +$28.7K 0.19% 82
2015
Q2 		$278K Buy
+9,185
New +$281K 0.16% 88

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Capital Planning Advisors's INDA Position: Q4 2019 in Review

Capital Planning Advisors sold out of iShares MSCI India ETF (INDA) in Q4 2019, closing a stake of 250 shares — an estimated $8K sold.

Capital Planning Advisors first reported a position in INDA in Q2 2015 and held it in 5 quarters. The position peaked at $757K in Q4 2015. 322 funds tracked by Wall St. Rank hold INDA as of Q4 2019.

  • Capital Planning Advisors reported no remaining iShares MSCI India ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 250 iShares MSCI India ETF shares in Q4 2019, an estimated $8K.
  • Capital Planning Advisors first reported a position in iShares MSCI India ETF in Q2 2015 and held it in 5 quarters.
  • Capital Planning Advisors's iShares MSCI India ETF position peaked at $757K in Q4 2015.
  • 322 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.