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

Catamount 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
2018
Q4 		– Sell
-7,410
Closed -$241K – 214
2018
Q3 		$241K Buy
+7,410
New +$256K 0.12% 41
2015
Q3 		– Sell
-5
Closed – – 170
2015
Q2 		$0 Hold
5
– – ﹤0.01% 209
2015
Q1 		$0 Buy
+5
New +$161 ﹤0.01% 177

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Catamount Wealth Management's INDA Position: Q4 2018 in Review

Catamount Wealth Management sold out of iShares MSCI India ETF (INDA) in Q4 2018, closing a stake of 7,410 shares — an estimated $241K sold.

Catamount Wealth Management first reported a position in INDA in Q1 2015 and held it in 3 quarters. The position peaked at $241K in Q3 2018. 289 funds tracked by Wall St. Rank hold INDA as of Q4 2018.

  • Catamount Wealth Management reported no remaining iShares MSCI India ETF position as of Q4 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 7,410 iShares MSCI India ETF shares in Q4 2018, an estimated $241K.
  • Catamount Wealth Management first reported a position in iShares MSCI India ETF in Q1 2015 and held it in 3 quarters.
  • Catamount Wealth Management's iShares MSCI India ETF position peaked at $241K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.