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

WP 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
2018
Q4 		– Sell
-501
Closed -$17K – 142
2018
Q3 		$17K Hold
501
– – 0.02% 191
2018
Q2 		$18K Buy
+501
New +$17.8K 0.02% 198

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

WP Advisors's INDY Position: Q4 2018 in Review

WP Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2018, closing a stake of 501 shares — an estimated $17K sold.

WP Advisors first reported a position in INDY in Q2 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 77 funds tracked by Wall St. Rank hold INDY as of Q4 2018.

  • WP Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2018 after selling out during the quarter.
  • WP Advisors sold 501 iShares S&P India Nifty 50 Index Fund shares in Q4 2018, an estimated $17K.
  • WP Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2018 and held it in 2 quarters.
  • WP Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $18K in Q2 2018.
  • 77 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.