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Leuthold Group’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Leuthold Group’s Portfolio SMIN Stock Details SMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-19,778
Closed -$904K – 211
2017
Q3 		$904K Hold
19,778
– – 0.09% 161
2017
Q2 		$878K Sell
19,778
-3,054
-13% -$135K 0.09% 162
2017
Q1 		$958K Hold
22,832
– – 0.1% 156
2016
Q4 		$746K Hold
22,832
– – 0.08% 173
2016
Q3 		$839K Buy
22,832
+7,812
+52% +$276K 0.09% 173
2016
Q2 		$499K Hold
15,020
– – 0.05% 195
2016
Q1 		$459K Hold
15,020
– – 0.05% 185
2015
Q4 		$500K Hold
15,020
– – 0.05% 177
2015
Q3 		$497K Hold
15,020
– – 0.05% 175
2015
Q2 		$500K Hold
15,020
– – 0.05% 197
2015
Q1 		$539K Hold
15,020
– – 0.05% 186
2014
Q4 		$505K Buy
+15,020
New +$498K 0.05% 194

Other funds holding SMIN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leuthold Group's SMIN Position: Q4 2017 in Review

Leuthold Group sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2017, closing a stake of 19,778 shares — an estimated $904K sold.

Leuthold Group first reported a position in SMIN in Q4 2014 and held it in 12 quarters. The position peaked at $958K in Q1 2017. 51 funds tracked by Wall St. Rank hold SMIN as of Q4 2017.

  • Leuthold Group reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Leuthold Group sold 19,778 iShares MSCI India Small-Cap ETF shares in Q4 2017, an estimated $904K.
  • Leuthold Group first reported a position in iShares MSCI India Small-Cap ETF in Q4 2014 and held it in 12 quarters.
  • Leuthold Group's iShares MSCI India Small-Cap ETF position peaked at $958K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2017.

Based on Leuthold Group's 13F filing for Q4 2017, filed 14 Feb 2018.