Westwood Holdings Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Westwood Holdings Group’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 Q4	–	Sell	-658	Closed	-$24K	–	534
2019 Q3	$24K	Sell	658 -458,639	-100%	-$16.5M	﹤0.01%	467
2019 Q2	$17.6M	Buy	459,297 +658	+0.1%	+$25K	0.19%	161
2019 Q1	$17.4M	Sell	458,639 -46,859	-9%	-$1.66M	0.18%	155
2018 Q4	$17.9M	Buy	505,498 +108,838	+27%	+$3.63M	0.2%	139
2018 Q3	$13.6M	Sell	396,660 -133,340	-25%	-$4.85M	0.12%	187
2018 Q2	$18.7M	Sell	530,000 -279,636	-35%	-$9.93M	0.16%	162
2018 Q1	$28.6M	Buy	809,636 +429,636	+113%	+$15.8M	0.23%	127
2017 Q4	$14.1M	Hold	380,000	–	–	0.11%	176
2017 Q3	$13M	Hold	380,000	–	–	0.1%	180
2017 Q2	$12.8M	Hold	380,000	–	–	0.1%	173
2017 Q1	$12.3M	Hold	380,000	–	–	0.1%	171
2016 Q4	$10.4M	Buy	+380,000	New	+$10.8M	0.08%	188

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Westwood Holdings Group's INDY Position: Q4 2019 in Review

Westwood Holdings Group sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2019, closing a stake of 658 shares — an estimated $24K sold.

Westwood Holdings Group first reported a position in INDY in Q4 2016 and held it in 12 quarters. The position peaked at $28.6M in Q1 2018. 90 funds tracked by Wall St. Rank hold INDY as of Q4 2019.

Westwood Holdings Group reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2019 after selling out during the quarter.
Westwood Holdings Group sold 658 iShares S&P India Nifty 50 Index Fund shares in Q4 2019, an estimated $24K.
Westwood Holdings Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2016 and held it in 12 quarters.
Westwood Holdings Group's iShares S&P India Nifty 50 Index Fund position peaked at $28.6M in Q1 2018.
90 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2019.

Based on Westwood Holdings Group's 13F filing for Q4 2019, filed 14 Feb 2020.