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

Focused 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
2018 Q2	–	Sell	-309	Closed	-$11K	–	701
2018 Q1	$11K	Hold	309	–	–	﹤0.01%	468
2017 Q4	$11K	Hold	309	–	–	﹤0.01%	452
2017 Q3	$11K	Hold	309	–	–	﹤0.01%	423
2017 Q2	$10K	Hold	309	–	–	﹤0.01%	471
2017 Q1	$10K	Hold	309	–	–	﹤0.01%	460
2016 Q4	$8K	Buy	+309	New	+$8.79K	﹤0.01%	494
2016 Q1	–	Sell	-67	Closed	-$2K	–	687
2015 Q4	$2K	Hold	67	–	–	﹤0.01%	587
2015 Q3	$2K	Buy	+67	New	+$1.94K	﹤0.01%	592

Other funds holding INDY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Focused Wealth Management's INDY Position: Q2 2018 in Review

Focused Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2018, closing a stake of 309 shares — an estimated $11K sold.

Focused Wealth Management first reported a position in INDY in Q3 2015 and held it in 8 quarters. The position peaked at $11K in Q1 2018. 82 funds tracked by Wall St. Rank hold INDY as of Q2 2018.

Focused Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2018 after selling out during the quarter.
Focused Wealth Management sold 309 iShares S&P India Nifty 50 Index Fund shares in Q2 2018, an estimated $11K.
Focused Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2015 and held it in 8 quarters.
Focused Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $11K in Q1 2018.
82 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2018.

Based on Focused Wealth Management's 13F filing for Q2 2018, filed 15 Aug 2018.