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HL Financial Services’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

HL Financial Services’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
2019
Q1 		$2.74M Sell
72,318
-7,109
-9% -$252K 0.04% 254
2018
Q4 		$2.81M Sell
79,427
-78,482
-50% -$2.62M 0.05% 233
2018
Q3 		$5.4M Buy
+157,909
New +$5.74M 0.08% 152

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HL Financial Services's INDY Position: Q1 2019 in Review

HL Financial Services reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 9% in Q1 2019, selling an estimated $252K and leaving 72,318 shares worth $2.74M. The position accounts for 0.04% of the portfolio, ranked #254.

HL Financial Services first reported a position in INDY in Q3 2018 and has held it in 3 quarters since. The position peaked at $5.4M in Q3 2018. 81 funds tracked by Wall St. Rank hold INDY as of Q1 2019.

  • HL Financial Services held 72,318 shares of iShares S&P India Nifty 50 Index Fund worth $2.74M as of Q1 2019.
  • HL Financial Services sold 7,109 iShares S&P India Nifty 50 Index Fund shares in Q1 2019, an estimated $252K.
  • iShares S&P India Nifty 50 Index Fund made up 0.04% of HL Financial Services's portfolio in Q1 2019, its #254 holding.
  • HL Financial Services first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's iShares S&P India Nifty 50 Index Fund position peaked at $5.4M in Q3 2018.
  • 81 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.