SWP
INDY icon

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

Stratos Wealth Partners’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
2018
Q4 		– Sell
-342
Closed -$12K – 1624
2018
Q3 		$12K Buy
+342
New +$12.4K ﹤0.01% 2093
2018
Q2 		– Sell
-342
Closed -$12K – 1747
2018
Q1 		$12K Hold
342
– – ﹤0.01% 2227
2017
Q4 		$13K Buy
+342
New +$12.2K ﹤0.01% 2055

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Stratos Wealth Partners's INDY Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2018, closing a stake of 342 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in INDY in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 77 funds tracked by Wall St. Rank hold INDY as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 342 iShares S&P India Nifty 50 Index Fund shares in Q4 2018, an estimated $12K.
  • Stratos Wealth Partners first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares S&P India Nifty 50 Index Fund position peaked at $13K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.