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

Clarus Wealth 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
Q3 		– Sell
-300
Closed -$12K – 344
2019
Q2 		$12K Sell
300
-300
-50% -$11.4K 0.01% 419
2019
Q1 		$23K Buy
+600
New +$21.2K 0.02% 396

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clarus Wealth Advisors's INDY Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2019, closing a stake of 300 shares — an estimated $12K sold.

Clarus Wealth Advisors first reported a position in INDY in Q1 2019 and held it in 2 quarters. The position peaked at $23K in Q1 2019. 80 funds tracked by Wall St. Rank hold INDY as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 300 iShares S&P India Nifty 50 Index Fund shares in Q3 2019, an estimated $12K.
  • Clarus Wealth Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2019 and held it in 2 quarters.
  • Clarus Wealth Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $23K in Q1 2019.
  • 80 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.