Sowell Financial Services’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-500	Closed	-$22K	–	1575
2021 Q1	$22K	Hold	500	–	–	﹤0.01%	2021
2020 Q4	$21K	Hold	500	–	–	﹤0.01%	1722
2020 Q3	$17K	Hold	500	–	–	﹤0.01%	1630
2020 Q2	$15K	Hold	500	–	–	﹤0.01%	1548
2020 Q1	$13K	Hold	500	–	–	﹤0.01%	1526
2019 Q4	$19K	Hold	500	–	–	﹤0.01%	1455
2019 Q3	$18K	Buy	+500	New	+$18K	﹤0.01%	1322

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SCM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's INDY Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2021, closing a stake of 500 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in INDY in Q3 2019 and held it in 7 quarters. The position peaked at $22K in Q1 2021. 72 funds tracked by Wall St. Rank hold INDY as of Q2 2021.

Sowell Financial Services reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 500 iShares S&P India Nifty 50 Index Fund shares in Q2 2021, an estimated $22K.
Sowell Financial Services first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares S&P India Nifty 50 Index Fund position peaked at $22K in Q1 2021.
72 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.