Luther King Capital Management (LKCM)
INDY icon

Luther King Capital Management (LKCM)’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Luther King Capital Management (LKCM)’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
Q4 		– Sell
-7,614
Closed -$212K – 539
2015
Q3 		$212K Sell
7,614
-999
-12% -$28.9K ﹤0.01% 499
2015
Q2 		$257K Sell
8,613
-403
-4% -$12.2K ﹤0.01% 497
2015
Q1 		$283K Buy
+9,016
New +$289K ﹤0.01% 486
2014
Q4 		– Sell
-10,365
Closed -$307K – 570
2014
Q3 		$307K Buy
+10,365
New +$309K ﹤0.01% 496

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Luther King Capital Management (LKCM)'s INDY Position: Q4 2015 in Review

Luther King Capital Management (LKCM) sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2015, closing a stake of 7,614 shares — an estimated $212K sold.

Luther King Capital Management (LKCM) first reported a position in INDY in Q3 2014 and held it in 4 quarters. The position peaked at $307K in Q3 2014. 95 funds tracked by Wall St. Rank hold INDY as of Q4 2015.

  • Luther King Capital Management (LKCM) reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2015 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 7,614 iShares S&P India Nifty 50 Index Fund shares in Q4 2015, an estimated $212K.
  • Luther King Capital Management (LKCM) first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2014 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s iShares S&P India Nifty 50 Index Fund position peaked at $307K in Q3 2014.
  • 95 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2015.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2015, filed 11 Feb 2016.