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Curbstone Financial Management Corp’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Curbstone Financial Management Corp’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
2020
Q2 		– Sell
-60,370
Closed -$1.55M – 166
2020
Q1 		$1.55M Sell
60,370
-13,200
-18% -$458K 0.47% 57
2019
Q4 		$2.84M Hold
73,570
– – 0.68% 42
2019
Q3 		$2.7M Hold
73,570
– – 0.69% 42
2019
Q2 		$2.82M Hold
73,570
– – 0.74% 38
2019
Q1 		$2.79M Sell
73,570
-30
-0% -$1.06K 0.76% 36
2018
Q4 		$2.6M Sell
73,600
-150
-0.2% -$5K 0.78% 37
2018
Q3 		$2.52M Sell
73,750
-400
-0.5% -$14.5K 0.66% 44
2018
Q2 		$2.61M Hold
74,150
– – 0.72% 40
2018
Q1 		$2.62M Buy
74,150
+37,925
+105% +$1.39M 0.74% 37
2017
Q4 		$1.34M Sell
36,225
-33,125
-48% -$1.19M 0.74% 38
2017
Q3 		$2.37M Buy
69,350
+34,650
+100% +$1.22M 0.68% 39
2017
Q2 		$1.17M Sell
34,700
-1,700
-5% -$56.8K 0.7% 40
2017
Q1 		$1.18M Sell
36,400
-200
-0.5% -$6.02K 0.72% 41
2016
Q4 		$1M Sell
36,600
-31,350
-46% -$892K 0.63% 45
2016
Q3 		$2.02M Buy
67,950
+9,850
+17% +$293K 0.65% 45
2016
Q2 		$1.64M Buy
58,100
+4,100
+8% +$112K 0.55% 54
2016
Q1 		$1.45M Buy
54,000
+6,150
+13% +$155K 0.49% 63
2015
Q4 		$1.3M Buy
47,850
+25,350
+113% +$700K 0.44% 64
2015
Q3 		$628K Buy
22,500
+1,850
+9% +$53.5K 0.46% 65
2015
Q2 		$617K Buy
20,650
+12,225
+145% +$369K 0.41% 69
2015
Q1 		$264K Buy
+8,425
New +$270K 0.18% 135

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curbstone Financial Management Corp's INDY Position: Q2 2020 in Review

Curbstone Financial Management Corp sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2020, closing a stake of 60,370 shares — an estimated $1.55M sold.

Curbstone Financial Management Corp first reported a position in INDY in Q1 2015 and held it in 21 quarters. The position peaked at $2.84M in Q4 2019. 52 funds tracked by Wall St. Rank hold INDY as of Q2 2020.

  • Curbstone Financial Management Corp reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2020 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 60,370 iShares S&P India Nifty 50 Index Fund shares in Q2 2020, an estimated $1.55M.
  • Curbstone Financial Management Corp first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2015 and held it in 21 quarters.
  • Curbstone Financial Management Corp's iShares S&P India Nifty 50 Index Fund position peaked at $2.84M in Q4 2019.
  • 52 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2020.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2020, filed 10 Jul 2020.