AG
IFN

Advisor Group’s Aberdeen India Fund IFN Stock Holding History

Advisor Group’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
2019
Q4 		$108K Buy
5,409
+1,000
+23% +$20.6K ﹤0.01% 2883
2019
Q3 		$91K Buy
4,409
+2,057
+87% +$42K ﹤0.01% 2949
2019
Q2 		$50K Sell
2,352
-19
-0.8% -$406 ﹤0.01% 3360
2019
Q1 		$51K Sell
2,371
-34
-1% -$707 ﹤0.01% 3373
2018
Q4 		$49K Sell
2,405
-81
-3% -$1.72K ﹤0.01% 3195
2018
Q3 		$55K Buy
2,486
+241
+11% +$5.93K ﹤0.01% 3215
2018
Q2 		$55K Sell
2,245
-1,726
-43% -$42.8K ﹤0.01% 3021
2018
Q1 		$98K Buy
3,971
+40
+1% +$1.04K ﹤0.01% 2568
2017
Q4 		$103K Buy
3,931
+816
+26% +$22.5K ﹤0.01% 2546
2017
Q3 		$83K Hold
3,115
– – ﹤0.01% 2558
2017
Q2 		$84K Sell
3,115
-189
-6% -$5.04K ﹤0.01% 2451
2017
Q1 		$84K Buy
3,304
+967
+41% +$22.4K ﹤0.01% 2295
2016
Q4 		$50K Hold
2,337
– – ﹤0.01% 2616
2016
Q3 		$58K Hold
2,337
– – ﹤0.01% 2410
2016
Q2 		$56K Buy
+2,337
New +$54.6K ﹤0.01% 2339

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSMC
Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Advisor Group's IFN Position: Q4 2019 in Review

Advisor Group increased its Aberdeen India Fund (IFN) stake by 23% in Q4 2019, buying an estimated $20.6K and bringing the position to 5,409 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Advisor Group first reported a position in IFN in Q2 2016 and has held it in 15 quarters since. 83 funds tracked by Wall St. Rank hold IFN as of Q4 2019.

  • Advisor Group held 5,409 shares of Aberdeen India Fund worth $108K as of Q4 2019.
  • Advisor Group bought 1,000 Aberdeen India Fund shares in Q4 2019, an estimated $20.6K.
  • Aberdeen India Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2883 holding.
  • Advisor Group first reported a position in Aberdeen India Fund in Q2 2016 and has held it in 15 quarters since.
  • 83 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.