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

LBA 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
2016
Q3 		– Sell
-825
Closed -$23K – 465
2016
Q2 		$23K Hold
825
– – 0.01% 245
2016
Q1 		$22K Hold
825
– – 0.01% 242
2015
Q4 		$22K Hold
825
– – 0.01% 254
2015
Q3 		$23K Buy
825
+25
+3% +$723 0.01% 220
2015
Q2 		$24K Buy
+800
New +$24.1K 0.02% 203

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
AS
AIA (Singapore) Singapore $235M AUM 4.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LBA Wealth Management's INDY Position: Q3 2016 in Review

LBA Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2016, closing a stake of 825 shares — an estimated $23K sold.

LBA Wealth Management first reported a position in INDY in Q2 2015 and held it in 5 quarters. The position peaked at $24K in Q2 2015. 83 funds tracked by Wall St. Rank hold INDY as of Q3 2016.

  • LBA Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2016 after selling out during the quarter.
  • LBA Wealth Management sold 825 iShares S&P India Nifty 50 Index Fund shares in Q3 2016, an estimated $23K.
  • LBA Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2015 and held it in 5 quarters.
  • LBA Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $24K in Q2 2015.
  • 83 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2016.

Based on LBA Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.