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Legacy Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Legacy Advisors’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
2018
Q1 		– Sell
-20
Closed – – 418
2017
Q4 		$0 Buy
+20
New +$716 ﹤0.01% 393

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
AIM
AIA Investment Management Singapore $437M AUM 45.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Legacy Advisors's INDY Position: Q1 2018 in Review

Legacy Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2018, closing a stake of 20 shares.

Legacy Advisors first reported a position in INDY in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 91 funds tracked by Wall St. Rank hold INDY as of Q1 2018.

  • Legacy Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2018 after selling out during the quarter.
  • Legacy Advisors sold 20 iShares S&P India Nifty 50 Index Fund shares in Q1 2018.
  • Legacy Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2017 and held it in 1 quarter.
  • Legacy Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $0 in Q4 2017.
  • 91 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.