Gradient Investments’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Gradient Investments’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	-425	Closed	-$15K	–	1060
2018 Q1	$15K	Hold	425	–	–	﹤0.01%	540
2017 Q4	$16K	Buy	+425	New	+$15.2K	﹤0.01%	514

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

Gradient Investments's INDY Position: Q2 2018 in Review

Gradient Investments sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2018, closing a stake of 425 shares — an estimated $15K sold.

Gradient Investments first reported a position in INDY in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 82 funds tracked by Wall St. Rank hold INDY as of Q2 2018.

Gradient Investments reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2018 after selling out during the quarter.
Gradient Investments sold 425 iShares S&P India Nifty 50 Index Fund shares in Q2 2018, an estimated $15K.
Gradient Investments first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2017 and held it in 2 quarters.
Gradient Investments's iShares S&P India Nifty 50 Index Fund position peaked at $16K in Q4 2017.
82 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2018.

Based on Gradient Investments's 13F filing for Q2 2018, filed 9 Aug 2018.