Regal Wealth Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Regal Wealth Group’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
2020 Q2	–	Sell	-666	Closed	-$17K	–	211
2020 Q1	$17K	Hold	666	–	–	0.02%	110
2019 Q4	$26K	Hold	666	–	–	0.02%	109
2019 Q3	$24K	Sell	666 -371	-36%	-$13.3K	0.02%	99
2019 Q2	$40K	Buy	1,037 +6	+0.6%	+$228	0.03%	82
2019 Q1	$39K	Hold	1,031	–	–	0.03%	82
2018 Q4	$36K	Buy	1,031 +4	+0.4%	+$133	0.03%	79
2018 Q3	$35K	Hold	1,027	–	–	0.02%	82
2018 Q2	$36K	Buy	1,027 +1	+0.1%	+$36	0.04%	85
2018 Q1	$36K	Buy	1,026 +1	+0.1%	+$37	0.03%	83
2017 Q4	$38K	Buy	1,025 +1	+0.1%	+$36	0.03%	79
2017 Q3	$35K	Buy	1,024 +25	+3%	+$878	0.03%	79
2017 Q2	$34K	Buy	999 +1	+0.1%	+$33	0.03%	78
2017 Q1	$32K	Hold	998	–	–	0.02%	79
2016 Q4	$27K	Hold	998	–	–	0.02%	83
2016 Q3	$30K	Hold	998	–	–	0.03%	78
2016 Q2	$28K	Buy	998 +3	+0.3%	+$82	0.03%	78
2016 Q1	$27K	Hold	995	–	–	0.03%	79
2015 Q4	$27K	Buy	+995	New	+$27.5K	0.03%	77

Other funds holding INDY

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCM

Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Regal Wealth Group's INDY Position: Q2 2020 in Review

Regal Wealth Group sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2020, closing a stake of 666 shares — an estimated $17K sold.

Regal Wealth Group first reported a position in INDY in Q4 2015 and held it in 18 quarters. The position peaked at $40K in Q2 2019. 52 funds tracked by Wall St. Rank hold INDY as of Q2 2020.

Regal Wealth Group reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2020 after selling out during the quarter.
Regal Wealth Group sold 666 iShares S&P India Nifty 50 Index Fund shares in Q2 2020, an estimated $17K.
Regal Wealth Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2015 and held it in 18 quarters.
Regal Wealth Group's iShares S&P India Nifty 50 Index Fund position peaked at $40K in Q2 2019.
52 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2020.

Based on Regal Wealth Group's 13F filing for Q2 2020, filed 9 Jul 2020.