LTFS
INDY icon

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

Ladenburg Thalmann 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
Q4 		$176K Sell
4,630
-818
-15% -$30.7K ﹤0.01% 2605
2019
Q3 		$200K Sell
5,448
-3,445
-39% -$124K ﹤0.01% 2465
2019
Q2 		$341K Buy
8,893
+3,172
+55% +$121K ﹤0.01% 2036
2019
Q1 		$217K Buy
5,721
+3,273
+134% +$116K ﹤0.01% 2329
2018
Q4 		$86K Sell
2,448
-42,735
-95% -$1.42M ﹤0.01% 2855
2018
Q3 		$1.54M Buy
45,183
+228
+0.5% +$8.29K 0.01% 856
2018
Q2 		$1.59M Hold
44,955
– – 0.01% 793
2018
Q1 		$1.59M Sell
44,955
-1,936
-4% -$71.1K 0.01% 793
2017
Q4 		$1.74M Buy
46,891
+24,480
+109% +$876K 0.02% 757
2017
Q3 		$765K Buy
22,411
+2,939
+15% +$103K 0.01% 1164
2017
Q2 		$655K Buy
19,472
+16,208
+497% +$542K 0.01% 1214
2017
Q1 		$105K Buy
3,264
+3,189
+4,252% +$95.9K ﹤0.01% 2375
2016
Q4 		$2K Sell
75
-226
-75% -$6.43K ﹤0.01% 4533
2016
Q3 		$9K Hold
301
– – ﹤0.01% 3877
2016
Q2 		$8K Buy
301
+226
+301% +$6.17K ﹤0.01% 3891
2016
Q1 		$2K Hold
75
– – ﹤0.01% 4387
2015
Q4 		$2K Hold
75
– – ﹤0.01% 4353
2015
Q3 		$2K Sell
75
-590
-89% -$17.1K ﹤0.01% 4261
2015
Q2 		$20K Sell
665
-540
-45% -$16.3K ﹤0.01% 3236
2015
Q1 		$38K Sell
1,205
-343
-22% -$11K ﹤0.01% 2760
2014
Q4 		$46K Buy
1,548
+1,250
+419% +$38.1K ﹤0.01% 2415
2014
Q3 		$9K Buy
+298
New +$8.88K ﹤0.01% 3156
2013
Q4 		– Sell
-10
Closed – – 3780
2013
Q3 		$0 Hold
10
– – ﹤0.01% 3753
2013
Q2 		$0 Buy
+10
New +$240 ﹤0.01% 3636

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Ladenburg Thalmann Financial Services's INDY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 15% in Q4 2019, selling an estimated $30.7K and leaving 4,630 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Ladenburg Thalmann Financial Services first reported a position in INDY in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.74M in Q4 2017. 90 funds tracked by Wall St. Rank hold INDY as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,630 shares of iShares S&P India Nifty 50 Index Fund worth $176K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 818 iShares S&P India Nifty 50 Index Fund shares in Q4 2019, an estimated $30.7K.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2605 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2013 and has held it in 24 quarters since.
  • Ladenburg Thalmann Financial Services's iShares S&P India Nifty 50 Index Fund position peaked at $1.74M in Q4 2017.
  • 90 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.