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

Edge 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
Q1 		– Sell
-650
Closed -$18K – 478
2015
Q4 		$18K Buy
+650
New +$17.9K 0.01% 249

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Wealth Management's INDY Position: Q1 2016 in Review

Edge Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2016, closing a stake of 650 shares — an estimated $18K sold.

Edge Wealth Management first reported a position in INDY in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 80 funds tracked by Wall St. Rank hold INDY as of Q1 2016.

  • Edge Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 650 iShares S&P India Nifty 50 Index Fund shares in Q1 2016, an estimated $18K.
  • Edge Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2015 and held it in 1 quarter.
  • Edge Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $18K in Q4 2015.
  • 80 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.