Polaris Wealth Advisory Group’s iShares MSCI India ETF INDA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio INDA Stock Details INDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-396,819	Closed	-$12.9M	–	294
2018 Q3	$12.9M	Sell	396,819 -8,350	-2%	-$289K	0.89%	51
2018 Q2	$13.8M	Sell	405,169 -957	-0.2%	-$32.5K	1.17%	40
2018 Q1	$13.9M	Buy	406,126 +3,430	+0.9%	+$122K	1.13%	40
2017 Q4	$14.5M	Buy	402,696 +35,324	+10%	+$1.23M	1.19%	38
2017 Q3	$12.1M	Buy	367,372 +65,863	+22%	+$2.23M	1.06%	46
2017 Q2	$9.68M	Buy	301,509 +4,203	+1%	+$135K	1.1%	37
2017 Q1	$9.36M	Sell	297,306 -5,466	-2%	-$160K	1.02%	42
2016 Q4	$8.12M	Sell	302,772 -3,733	-1%	-$104K	0.94%	46
2016 Q3	$9.01M	Sell	306,505 -14,978	-5%	-$439K	1.08%	38
2016 Q2	$8.98M	Sell	321,483 -10,203	-3%	-$278K	1.39%	31
2016 Q1	$8.99M	Buy	+331,686	New	+$8.47M	1.41%	34

Other funds holding INDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Polaris Wealth Advisory Group's INDA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI India ETF (INDA) in Q4 2018, closing a stake of 396,819 shares — an estimated $12.9M sold.

Polaris Wealth Advisory Group first reported a position in INDA in Q1 2016 and held it in 11 quarters. The position peaked at $14.5M in Q4 2017. 289 funds tracked by Wall St. Rank hold INDA as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares MSCI India ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 396,819 iShares MSCI India ETF shares in Q4 2018, an estimated $12.9M.
Polaris Wealth Advisory Group first reported a position in iShares MSCI India ETF in Q1 2016 and held it in 11 quarters.
Polaris Wealth Advisory Group's iShares MSCI India ETF position peaked at $14.5M in Q4 2017.
289 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.