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

Forward 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
2017
Q4 		– Sell
-18
Closed -$1K – 222
2017
Q3 		$1K Hold
18
– – ﹤0.01% 202
2017
Q2 		$1K Buy
+18
New +$601 ﹤0.01% 210

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
AIM
AIA Investment Management Singapore $437M AUM 45.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Forward Management's INDY Position: Q4 2017 in Review

Forward Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2017, closing a stake of 18 shares — an estimated $1K sold.

Forward Management first reported a position in INDY in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 101 funds tracked by Wall St. Rank hold INDY as of Q4 2017.

  • Forward Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2017 after selling out during the quarter.
  • Forward Management sold 18 iShares S&P India Nifty 50 Index Fund shares in Q4 2017, an estimated $1K.
  • Forward Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2017 and held it in 2 quarters.
  • Forward Management's iShares S&P India Nifty 50 Index Fund position peaked at $1K in Q3 2017.
  • 101 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2017.

Based on Forward Management's 13F filing for Q4 2017, filed 2 Feb 2018.