IFWM
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Institute for Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Institute for Wealth 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
2020
Q2 		– Sell
-8,101
Closed -$208K – 433
2020
Q1 		$208K Sell
8,101
-535
-6% -$18.6K 0.06% 363
2019
Q4 		$334K Sell
8,636
-1,106
-11% -$41.5K 0.08% 321
2019
Q3 		$358K Sell
9,742
-3,890
-29% -$140K 0.09% 291
2019
Q2 		$523K Sell
13,632
-606
-4% -$23.1K 0.12% 245
2019
Q1 		$540K Buy
+14,238
New +$504K 0.12% 228

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institute for Wealth Management's INDY Position: Q2 2020 in Review

Institute for Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2020, closing a stake of 8,101 shares — an estimated $208K sold.

Institute for Wealth Management first reported a position in INDY in Q1 2019 and held it in 5 quarters. The position peaked at $540K in Q1 2019. 52 funds tracked by Wall St. Rank hold INDY as of Q2 2020.

  • Institute for Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 8,101 iShares S&P India Nifty 50 Index Fund shares in Q2 2020, an estimated $208K.
  • Institute for Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2019 and held it in 5 quarters.
  • Institute for Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $540K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2020.

Based on Institute for Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.