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

WFG 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
-302
Closed -$8K – 1600
2015
Q4 		$8K Sell
302
-503
-62% -$13.9K ﹤0.01% 1130
2015
Q3 		$22K Sell
805
-4,469
-85% -$129K 0.01% 858
2015
Q2 		$157K Sell
5,274
-10,731
-67% -$324K 0.04% 407
2015
Q1 		$502K Buy
16,005
+14,147
+761% +$453K 0.14% 175
2014
Q4 		$56K Sell
1,858
-317
-15% -$9.66K 0.01% 843
2014
Q3 		$64K Buy
2,175
+7
+0.3% +$209 0.01% 827
2014
Q2 		$63K Buy
2,168
+2,050
+1,737% +$56.2K 0.01% 826
2014
Q1 		$3K Hold
118
– – ﹤0.01% 1742
2013
Q4 		$3K Hold
118
– – ﹤0.01% 1876
2013
Q3 		$2K Buy
+118
New +$2.52K ﹤0.01% 1934

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

WFG Advisors's INDY Position: Q1 2016 in Review

WFG Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2016, closing a stake of 302 shares — an estimated $8K sold.

WFG Advisors first reported a position in INDY in Q3 2013 and held it in 10 quarters. The position peaked at $502K in Q1 2015. 80 funds tracked by Wall St. Rank hold INDY as of Q1 2016.

  • WFG Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 302 iShares S&P India Nifty 50 Index Fund shares in Q1 2016, an estimated $8K.
  • WFG Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2013 and held it in 10 quarters.
  • WFG Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $502K in Q1 2015.
  • 80 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.