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Cavalier Investments’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Cavalier Investments’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
2018
Q1 		– Sell
-84,146
Closed -$3.12M – 182
2017
Q4 		$3.12M Buy
84,146
+9,391
+13% +$336K 1.25% 19
2017
Q3 		$2.55M Buy
+74,755
New +$2.62M 1.22% 25

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
AIM
AIA Investment Management Singapore $437M AUM 64.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Cavalier Investments's INDY Position: Q1 2018 in Review

Cavalier Investments sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2018, closing a stake of 84,146 shares — an estimated $3.12M sold.

Cavalier Investments first reported a position in INDY in Q3 2017 and held it in 2 quarters. The position peaked at $3.12M in Q4 2017. 91 funds tracked by Wall St. Rank hold INDY as of Q1 2018.

  • Cavalier Investments reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 84,146 iShares S&P India Nifty 50 Index Fund shares in Q1 2018, an estimated $3.12M.
  • Cavalier Investments first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2017 and held it in 2 quarters.
  • Cavalier Investments's iShares S&P India Nifty 50 Index Fund position peaked at $3.12M in Q4 2017.
  • 91 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.