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Dubuque Bank & Trust’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Dubuque Bank & Trust’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
2018
Q1 		– Sell
-129
Closed -$5K – 746
2017
Q4 		$5K Buy
+129
New +$4.62K ﹤0.01% 570

Other funds holding INDY

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AIM
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Dubuque Bank & Trust's INDY Position: Q1 2018 in Review

Dubuque Bank & Trust sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2018, closing a stake of 129 shares — an estimated $5K sold.

Dubuque Bank & Trust first reported a position in INDY in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 91 funds tracked by Wall St. Rank hold INDY as of Q1 2018.

  • Dubuque Bank & Trust reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2018 after selling out during the quarter.
  • Dubuque Bank & Trust sold 129 iShares S&P India Nifty 50 Index Fund shares in Q1 2018, an estimated $5K.
  • Dubuque Bank & Trust first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2017 and held it in 1 quarter.
  • Dubuque Bank & Trust's iShares S&P India Nifty 50 Index Fund position peaked at $5K in Q4 2017.
  • 91 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2018.

Based on Dubuque Bank & Trust's 13F filing for Q1 2018, filed 10 May 2018.