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

Concert Wealth Management’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
2016
Q4 		– Sell
-667
Closed -$20K – 709
2016
Q3 		$20K Buy
+667
New +$19.8K ﹤0.01% 906

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
AS
AIA (Singapore) Singapore $235M AUM 4.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Concert Wealth Management's INDY Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2016, closing a stake of 667 shares — an estimated $20K sold.

Concert Wealth Management first reported a position in INDY in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 83 funds tracked by Wall St. Rank hold INDY as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 667 iShares S&P India Nifty 50 Index Fund shares in Q4 2016, an estimated $20K.
  • Concert Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $20K in Q3 2016.
  • 83 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.