Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q2	–	Sell	-700	Closed	-$23K	–	405
2017 Q1	$23K	Buy	+700	New	+$21.1K	0.01%	218

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

PVH

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's INDY Position: Q2 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2017, closing a stake of 700 shares — an estimated $23K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in INDY in Q1 2017 and held it in 1 quarter. The position peaked at $23K in Q1 2017. 91 funds tracked by Wall St. Rank hold INDY as of Q2 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 700 iShares S&P India Nifty 50 Index Fund shares in Q2 2017, an estimated $23K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2017 and held it in 1 quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares S&P India Nifty 50 Index Fund position peaked at $23K in Q1 2017.
91 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2017, filed 28 Jul 2017.