WAS
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Winch Advisory Services’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Winch Advisory Services’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
-909
Closed -$25K – 260
2015
Q4 		$25K Hold
909
– – 0.03% 75
2015
Q3 		$25K Buy
909
+4
+0.4% +$116 0.04% 73
2015
Q2 		$27K Hold
905
– – 0.01% 133
2015
Q1 		$28K Buy
+905
New +$29K 0.02% 103
2014
Q4 		– Sell
-582
Closed -$17K – 105
2014
Q3 		$17K Buy
582
+2
+0.3% +$60 0.01% 107
2014
Q2 		$17K Buy
+580
New +$15.9K 0.01% 136

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AS
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Wells Fargo
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PVH
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RFC
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OMC
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Sands Capital Management
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SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Morgan Stanley
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