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

Wasatch 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
2016
Q1 		– Sell
-303,237
Closed -$8.24M – 368
2015
Q4 		$8.24M Buy
303,237
+162,392
+115% +$4.48M 0.11% 172
2015
Q3 		$3.93M Hold
140,845
– – 0.05% 234
2015
Q2 		$4.21M Hold
140,845
– – 0.05% 256
2015
Q1 		$4.41M Hold
140,845
– – 0.05% 246
2014
Q4 		$4.21M Sell
140,845
-29,640
-17% -$904K 0.04% 261
2014
Q3 		$5.05M Sell
170,485
-67,238
-28% -$2M 0.05% 241
2014
Q2 		$6.89M Hold
237,723
– – 0.07% 230
2014
Q1 		$6.11M Hold
237,723
– – 0.06% 237
2013
Q4 		$5.59M Hold
237,723
– – 0.05% 236
2013
Q3 		$5M Buy
+237,723
New +$5.07M 0.05% 243

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
AS
AIA (Singapore) Singapore $235M AUM 4.33% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wasatch Advisors's INDY Position: Q1 2016 in Review

Wasatch Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2016, closing a stake of 303,237 shares — an estimated $8.24M sold.

Wasatch Advisors first reported a position in INDY in Q3 2013 and held it in 10 quarters. The position peaked at $8.24M in Q4 2015. 80 funds tracked by Wall St. Rank hold INDY as of Q1 2016.

  • Wasatch Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2016 after selling out during the quarter.
  • Wasatch Advisors sold 303,237 iShares S&P India Nifty 50 Index Fund shares in Q1 2016, an estimated $8.24M.
  • Wasatch Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2013 and held it in 10 quarters.
  • Wasatch Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $8.24M in Q4 2015.
  • 80 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2016.

Based on Wasatch Advisors's 13F filing for Q1 2016, filed 16 May 2016.