CFA
INDY icon

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

CT Financial 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
2017
Q1 		$31.6K Hold
976
– – 0.02% 310
2016
Q4 		$26.7K Buy
976
+1
+0.1% +$28 0.02% 325
2016
Q3 		$29.1K Buy
+975
New +$29K 0.02% 318

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
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CT Financial Advisors's INDY Position: Q1 2017 in Review

CT Financial Advisors held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2017 at 976 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #310.

CT Financial Advisors first reported a position in INDY in Q3 2016 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold INDY as of Q1 2017.

  • CT Financial Advisors held 976 shares of iShares S&P India Nifty 50 Index Fund worth $31.6K as of Q1 2017.
  • CT Financial Advisors left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q1 2017.
  • iShares S&P India Nifty 50 Index Fund made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #310 holding.
  • CT Financial Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2016 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.