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

Valeo 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
2018
Q2 		– Sell
-3,900
Closed -$138K – 1683
2018
Q1 		$138K Hold
3,900
– – 0.02% 307
2017
Q4 		$145K Hold
3,900
– – 0.02% 283
2017
Q3 		$133K Buy
+3,900
New +$137K 0.03% 252

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Valeo Financial Advisors's INDY Position: Q2 2018 in Review

Valeo Financial Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2018, closing a stake of 3,900 shares — an estimated $138K sold.

Valeo Financial Advisors first reported a position in INDY in Q3 2017 and held it in 3 quarters. The position peaked at $145K in Q4 2017. 82 funds tracked by Wall St. Rank hold INDY as of Q2 2018.

  • Valeo Financial Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,900 iShares S&P India Nifty 50 Index Fund shares in Q2 2018, an estimated $138K.
  • Valeo Financial Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $145K in Q4 2017.
  • 82 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.