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Integrated Wealth Management (Palm Desert)’s iShares MSCI India ETF INDA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-364
Closed -$11K – 1395
2015
Q1 		$11K Buy
+364
New +$11.7K ﹤0.01% 742

Other funds holding INDA

BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Integrated Wealth Management (Palm Desert)'s INDA Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI India ETF (INDA) in Q2 2015, closing a stake of 364 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in INDA in Q1 2015 and held it in 1 quarter. The position peaked at $11K in Q1 2015. 166 funds tracked by Wall St. Rank hold INDA as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI India ETF position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 364 iShares MSCI India ETF shares in Q2 2015, an estimated $11K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI India ETF in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares MSCI India ETF position peaked at $11K in Q1 2015.
  • 166 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.