Loomis, Sayles & Company
INDY icon

Loomis, Sayles & Company’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Loomis, Sayles & Company’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
2015
Q2 		– Sell
-3,549
Closed -$111K – 923
2015
Q1 		$111K Sell
3,549
-2,451
-41% -$78.4K ﹤0.01% 690
2014
Q4 		$179K Sell
6,000
-5,500
-48% -$168K ﹤0.01% 639
2014
Q3 		$341K Buy
+11,500
New +$343K ﹤0.01% 608

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
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 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

Loomis, Sayles & Company's INDY Position: Q2 2015 in Review

Loomis, Sayles & Company sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2015, closing a stake of 3,549 shares — an estimated $111K sold.

Loomis, Sayles & Company first reported a position in INDY in Q3 2014 and held it in 3 quarters. The position peaked at $341K in Q3 2014. 88 funds tracked by Wall St. Rank hold INDY as of Q2 2015.

  • Loomis, Sayles & Company reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2015 after selling out during the quarter.
  • Loomis, Sayles & Company sold 3,549 iShares S&P India Nifty 50 Index Fund shares in Q2 2015, an estimated $111K.
  • Loomis, Sayles & Company first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2014 and held it in 3 quarters.
  • Loomis, Sayles & Company's iShares S&P India Nifty 50 Index Fund position peaked at $341K in Q3 2014.
  • 88 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2015.

Based on Loomis, Sayles & Company's 13F filing for Q2 2015, filed 14 Aug 2015.