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

ClearBridge 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
2017 Q2	–	Sell	-1,944	Closed	-$63K	–	1190
2017 Q1	$63K	Hold	1,944	–	–	﹤0.01%	854
2016 Q4	$53K	Hold	1,944	–	–	﹤0.01%	881
2016 Q3	$58K	Hold	1,944	–	–	﹤0.01%	851
2016 Q2	$55K	Buy	+1,944	New	+$53K	﹤0.01%	859

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments's INDY Position: Q2 2017 in Review

ClearBridge Investments sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2017, closing a stake of 1,944 shares — an estimated $63K sold.

ClearBridge Investments first reported a position in INDY in Q2 2016 and held it in 4 quarters. The position peaked at $63K in Q1 2017. 91 funds tracked by Wall St. Rank hold INDY as of Q2 2017.

ClearBridge Investments reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2017 after selling out during the quarter.
ClearBridge Investments sold 1,944 iShares S&P India Nifty 50 Index Fund shares in Q2 2017, an estimated $63K.
ClearBridge Investments first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2016 and held it in 4 quarters.
ClearBridge Investments's iShares S&P India Nifty 50 Index Fund position peaked at $63K in Q1 2017.
91 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2017.

Based on ClearBridge Investments's 13F filing for Q2 2017, filed 14 Aug 2017.