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

Transamerica Financial Advisors’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
2019
Q3 		– Sell
-5
Closed -$1K – 303
2019
Q2 		$1K Buy
+5
New +$190 ﹤0.01% 467
2019
Q1 		– Sell
-6
Closed -$1K – 269
2018
Q4 		$1K Sell
6
-10
-63% -$333 ﹤0.01% 435
2018
Q3 		$1K Sell
16
-1
-6% -$36 ﹤0.01% 438
2018
Q2 		$1K Hold
17
– – ﹤0.01% 405
2018
Q1 		$1K Sell
17
-9,935
-100% -$365K ﹤0.01% 385
2017
Q4 		$370K Buy
9,952
+259
+3% +$9.27K 0.05% 201
2017
Q3 		$331K Sell
9,693
-2,195
-18% -$77.1K 0.04% 203
2017
Q2 		$400K Buy
11,888
+11,860
+42,357% +$396K 0.05% 192
2017
Q1 		$1K Hold
28
– – ﹤0.01% 335
2016
Q4 		$1K Sell
28
-1
-3% -$28 ﹤0.01% 371
2016
Q3 		$1K Sell
29
-11
-28% -$327 ﹤0.01% 375
2016
Q2 		$2K Sell
40
-19
-32% -$518 ﹤0.01% 284
2016
Q1 		$2K Sell
59
-44,584
-100% -$1.13M ﹤0.01% 662
2015
Q4 		$1.21M Buy
44,643
+338
+0.8% +$9.33K 0.09% 158
2015
Q3 		$1.24M Buy
+44,305
New +$1.28M 0.1% 138
2015
Q2 		– Sell
-1
Closed -$1K – 912
2015
Q1 		$1K Buy
+1
New +$32 ﹤0.01% 818
2014
Q3 		– Sell
-913
Closed -$27K – 703
2014
Q2 		$27K Buy
913
+60
+7% +$1.65K ﹤0.01% 420
2014
Q1 		$22K Sell
853
-1,097
-56% -$25.6K ﹤0.01% 400
2013
Q4 		$46K Buy
1,950
+617
+46% +$14.1K 0.01% 350
2013
Q3 		$29K Buy
+1,333
New +$28.4K ﹤0.01% 364

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Transamerica Financial Advisors's INDY Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2019, closing a stake of 5 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in INDY in Q3 2013 and held it in 20 quarters. The position peaked at $1.24M in Q3 2015. 80 funds tracked by Wall St. Rank hold INDY as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 5 iShares S&P India Nifty 50 Index Fund shares in Q3 2019, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2013 and held it in 20 quarters.
  • Transamerica Financial Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $1.24M in Q3 2015.
  • 80 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.