Westside Investment Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Westside Investment Management’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 Q2	$51	Buy	+1,350	New	+$51.4K	﹤0.01%	305
2018 Q4	$47.7K	Buy	+1,350	New	+$45K	0.02%	297
2018 Q3	–	Sell	-1,400	Closed	-$48.8K	–	769
2018 Q2	$48.8K	Hold	1,400	–	–	0.02%	301
2018 Q1	$49.1K	Hold	1,400	–	–	0.03%	287
2017 Q4	$52.8K	Hold	1,400	–	–	0.03%	277
2017 Q3	$48.2K	Hold	1,400	–	–	0.03%	273
2017 Q2	$48.5K	Hold	1,400	–	–	0.03%	267
2017 Q1	$45.4K	Sell	1,400 -1,379	-50%	-$41.5K	0.02%	269
2016 Q4	$198K	Buy	+2,779	New	+$79K	0.14%	95

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Westside Investment Management's INDY Position: Q2 2019 in Review

Westside Investment Management opened a new position in iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2019: 1,350 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in INDY as recently as Q4 2018.

Westside Investment Management first reported a position in INDY in Q4 2016 and has held it in 9 quarters since. The position peaked at $198K in Q4 2016. 91 funds tracked by Wall St. Rank hold INDY as of Q2 2019.

Westside Investment Management held 1,350 shares of iShares S&P India Nifty 50 Index Fund worth $51 as of Q2 2019.
iShares S&P India Nifty 50 Index Fund was a new Westside Investment Management position in Q2 2019.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2019, its #305 holding.
Westside Investment Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2016 and has held it in 9 quarters since.
Westside Investment Management's iShares S&P India Nifty 50 Index Fund position peaked at $198K in Q4 2016.
91 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.