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Edge Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Edge Wealth Management’s Portfolio INDA Stock Details INDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$7K – 552
2017
Q3 		$7K Buy
+200
New +$6.76K ﹤0.01% 412
2015
Q4 		– Sell
-340
Closed -$10K – 472
2015
Q3 		$10K Hold
340
– – ﹤0.01% 287
2015
Q2 		$10K Buy
+340
New +$10.4K ﹤0.01% 304

Other funds holding INDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edge Wealth Management's INDA Position: Q4 2017 in Review

Edge Wealth Management sold out of iShares MSCI India ETF (INDA) in Q4 2017, closing a stake of 200 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in INDA in Q2 2015 and held it in 3 quarters. The position peaked at $10K in Q3 2015. 297 funds tracked by Wall St. Rank hold INDA as of Q4 2017.

  • Edge Wealth Management reported no remaining iShares MSCI India ETF position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 200 iShares MSCI India ETF shares in Q4 2017, an estimated $7K.
  • Edge Wealth Management first reported a position in iShares MSCI India ETF in Q2 2015 and held it in 3 quarters.
  • Edge Wealth Management's iShares MSCI India ETF position peaked at $10K in Q3 2015.
  • 297 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.