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Hefty Wealth Partners’s iShares MSCI India ETF INDA Stock Holding History

Hefty Wealth Partners’s Portfolio INDA Stock Details INDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22,288
Closed -$655K – 245
2016
Q3 		$655K Buy
+22,288
New +$653K 0.5% 65
2016
Q1 		– Sell
-16,548
Closed -$455K – 223
2015
Q4 		$455K Buy
+16,548
New +$462K 0.43% 75

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BIT
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Sands Capital Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hefty Wealth Partners's INDA Position: Q4 2016 in Review

Hefty Wealth Partners sold out of iShares MSCI India ETF (INDA) in Q4 2016, closing a stake of 22,288 shares — an estimated $655K sold.

Hefty Wealth Partners first reported a position in INDA in Q4 2015 and held it in 2 quarters. The position peaked at $655K in Q3 2016. 201 funds tracked by Wall St. Rank hold INDA as of Q4 2016.

  • Hefty Wealth Partners reported no remaining iShares MSCI India ETF position as of Q4 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 22,288 iShares MSCI India ETF shares in Q4 2016, an estimated $655K.
  • Hefty Wealth Partners first reported a position in iShares MSCI India ETF in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares MSCI India ETF position peaked at $655K in Q3 2016.
  • 201 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.