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Evergreen Capital Management’s iShares MSCI India ETF INDA Stock Holding History

Evergreen Capital 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
Q3 		– Sell
-11,695
Closed -$375K – 194
2017
Q2 		$375K Buy
+11,695
New +$377K 0.06% 108
2016
Q4 		– Sell
-9,635
Closed -$283K – 120
2016
Q3 		$283K Buy
+9,635
New +$282K 0.06% 95

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Evergreen Capital Management's INDA Position: Q3 2017 in Review

Evergreen Capital Management sold out of iShares MSCI India ETF (INDA) in Q3 2017, closing a stake of 11,695 shares — an estimated $375K sold.

Evergreen Capital Management first reported a position in INDA in Q3 2016 and held it in 2 quarters. The position peaked at $375K in Q2 2017. 260 funds tracked by Wall St. Rank hold INDA as of Q3 2017.

  • Evergreen Capital Management reported no remaining iShares MSCI India ETF position as of Q3 2017 after selling out during the quarter.
  • Evergreen Capital Management sold 11,695 iShares MSCI India ETF shares in Q3 2017, an estimated $375K.
  • Evergreen Capital Management first reported a position in iShares MSCI India ETF in Q3 2016 and held it in 2 quarters.
  • Evergreen Capital Management's iShares MSCI India ETF position peaked at $375K in Q2 2017.
  • 260 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2017.

Based on Evergreen Capital Management's 13F filing for Q3 2017, filed 9 Nov 2017.