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

Kelly 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
2020
Q4 		– Sell
-67
Closed -$2.32K – 608
2020
Q3 		$2.32K Hold
67
– – ﹤0.01% 418
2020
Q2 		$2.06K Hold
67
– – ﹤0.01% 427
2020
Q1 		$1.71K Hold
67
– – ﹤0.01% 400
2019
Q4 		$2.57K Hold
67
– – ﹤0.01% 384
2019
Q3 		$2.45K Hold
67
– – ﹤0.01% 377
2019
Q2 		$2.56K Buy
67
+1
+2% +$38 ﹤0.01% 355
2019
Q1 		$2.51K Buy
+66
New +$2.34K ﹤0.01% 354

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kelly Financial Services's INDY Position: Q4 2020 in Review

Kelly Financial Services sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2020, closing a stake of 67 shares — an estimated $2.32K sold.

Kelly Financial Services first reported a position in INDY in Q1 2019 and held it in 7 quarters. The position peaked at $2.57K in Q4 2019. 61 funds tracked by Wall St. Rank hold INDY as of Q4 2020.

  • Kelly Financial Services reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2020 after selling out during the quarter.
  • Kelly Financial Services sold 67 iShares S&P India Nifty 50 Index Fund shares in Q4 2020, an estimated $2.32K.
  • Kelly Financial Services first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2019 and held it in 7 quarters.
  • Kelly Financial Services's iShares S&P India Nifty 50 Index Fund position peaked at $2.57K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2020.

Based on Kelly Financial Services's 13F filing for Q4 2020, filed 17 Jul 2024.