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Claro Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-150
Closed -$5K – 534
2018
Q4 		$5K Buy
+150
New +$5K ﹤0.01% 784

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Claro Advisors's INDY Position: Q1 2019 in Review

Claro Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2019, closing a stake of 150 shares — an estimated $5K sold.

Claro Advisors first reported a position in INDY in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 81 funds tracked by Wall St. Rank hold INDY as of Q1 2019.

  • Claro Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 150 iShares S&P India Nifty 50 Index Fund shares in Q1 2019, an estimated $5K.
  • Claro Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $5K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.