Janney Montgomery Scott
INDY icon

Janney Montgomery Scott’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Janney Montgomery Scott’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
2023
Q4 		– Sell
-16,463
Closed -$744K – 2699
2023
Q3 		$744K Buy
+16,463
New +$749K ﹤0.01% 1512

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott's INDY Position: Q4 2023 in Review

Janney Montgomery Scott sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2023, closing a stake of 16,463 shares — an estimated $744K sold.

Janney Montgomery Scott first reported a position in INDY in Q3 2023 and held it in 1 quarter. The position peaked at $744K in Q3 2023. 83 funds tracked by Wall St. Rank hold INDY as of Q4 2023.

  • Janney Montgomery Scott reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 16,463 iShares S&P India Nifty 50 Index Fund shares in Q4 2023, an estimated $744K.
  • Janney Montgomery Scott first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2023 and held it in 1 quarter.
  • Janney Montgomery Scott's iShares S&P India Nifty 50 Index Fund position peaked at $744K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.