BRWA
IFN

B. Riley Wealth Advisors’s Aberdeen India Fund IFN Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-139
Closed -$4 – 1232
2014
Q4 		$4 Buy
+139
New +$3.81K ﹤0.01% 3221
2014
Q3 		– Sell
-289
Closed -$7.33K – 1232
2014
Q2 		$7.33K Buy
+289
New +$6.83K ﹤0.01% 1910

Other funds holding IFN

Lazard Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
VCAM
Valentine Capital Asset Management Danville, California $89.6M AUM 0.84% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

B. Riley Wealth Advisors's IFN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Aberdeen India Fund (IFN) in Q1 2015, closing a stake of 139 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in IFN in Q2 2014 and held it in 2 quarters. The position peaked at $7.33K in Q2 2014. 78 funds tracked by Wall St. Rank hold IFN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Aberdeen India Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 139 Aberdeen India Fund shares in Q1 2015, an estimated $4.
  • B. Riley Wealth Advisors first reported a position in Aberdeen India Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Aberdeen India Fund position peaked at $7.33K in Q2 2014.
  • 78 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.