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

Exchange Capital 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
2018 Q1	–	Sell	-35	Closed	-$1K	–	263
2017 Q4	$1K	Hold	35	–	–	﹤0.01%	226
2017 Q3	$1K	Hold	35	–	–	﹤0.01%	241
2017 Q2	$1K	Hold	35	–	–	﹤0.01%	227
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	211
2016 Q4	$1K	Hold	35	–	–	﹤0.01%	196
2016 Q3	$1K	Hold	35	–	–	﹤0.01%	215
2016 Q2	$1K	Buy	+35	New	+$955	﹤0.01%	233

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

AIM

AIA Investment Management Singapore $437M AUM 45.1% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Exchange Capital Management's INDY Position: Q1 2018 in Review

Exchange Capital Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2018, closing a stake of 35 shares — an estimated $1K sold.

Exchange Capital Management first reported a position in INDY in Q2 2016 and held it in 7 quarters. The position peaked at $1K in Q4 2017. 91 funds tracked by Wall St. Rank hold INDY as of Q1 2018.

Exchange Capital Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2018 after selling out during the quarter.
Exchange Capital Management sold 35 iShares S&P India Nifty 50 Index Fund shares in Q1 2018, an estimated $1K.
Exchange Capital Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2016 and held it in 7 quarters.
Exchange Capital Management's iShares S&P India Nifty 50 Index Fund position peaked at $1K 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 Exchange Capital Management's 13F filing for Q1 2018, filed 3 May 2018.