9258 Wealth Management’s Aberdeen India Fund IFN Stock Holding History

9258 Wealth Management’s Portfolio IFN Stock Details IFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,351	Closed	-$221K	–	314
2020 Q3	$221K	Buy	13,351 +94	+0.7%	+$1.54K	0.08%	257
2020 Q2	$205K	Buy	13,257 +89	+0.7%	+$1.29K	0.08%	253
2020 Q1	$186K	Sell	13,168 -283	-2%	-$5.22K	0.08%	242
2019 Q4	$271K	Sell	13,451 -3,807	-22%	-$78.5K	0.1%	228
2019 Q3	$354K	Buy	17,258 +2,251	+15%	+$46K	0.28%	118
2019 Q2	$319K	Sell	15,007 -728	-5%	-$15.5K	0.26%	123
2019 Q1	$336K	Sell	15,735 -68	-0.4%	-$1.41K	0.29%	111
2018 Q4	$320K	Buy	+15,803	New	+$335K	0.31%	108

Other funds holding IFN

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

JSMC

Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

9258 Wealth Management's IFN Position: Q4 2020 in Review

9258 Wealth Management sold out of Aberdeen India Fund (IFN) in Q4 2020, closing a stake of 13,351 shares — an estimated $221K sold.

9258 Wealth Management first reported a position in IFN in Q4 2018 and held it in 8 quarters. The position peaked at $354K in Q3 2019. 68 funds tracked by Wall St. Rank hold IFN as of Q4 2020.

9258 Wealth Management reported no remaining Aberdeen India Fund position as of Q4 2020 after selling out during the quarter.
9258 Wealth Management sold 13,351 Aberdeen India Fund shares in Q4 2020, an estimated $221K.
9258 Wealth Management first reported a position in Aberdeen India Fund in Q4 2018 and held it in 8 quarters.
9258 Wealth Management's Aberdeen India Fund position peaked at $354K in Q3 2019.
68 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2020.

Based on 9258 Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.