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

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

AIA (Singapore) Singapore $235M AUM 4.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $6.31B AUM 20.77% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

SCM

Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winch Advisory Services's INDY Position: Q1 2016 in Review

Winch Advisory Services sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2016, closing a stake of 909 shares — an estimated $25K sold.

Winch Advisory Services first reported a position in INDY in Q2 2014 and held it in 6 quarters. The position peaked at $28K in Q1 2015. 80 funds tracked by Wall St. Rank hold INDY as of Q1 2016.

Winch Advisory Services reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2016 after selling out during the quarter.
Winch Advisory Services sold 909 iShares S&P India Nifty 50 Index Fund shares in Q1 2016, an estimated $25K.
Winch Advisory Services first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2014 and held it in 6 quarters.
Winch Advisory Services's iShares S&P India Nifty 50 Index Fund position peaked at $28K 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 Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.