BRWM
IFN

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

B. Riley 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
2015
Q3 		– Sell
-515
Closed -$13K – 424
2015
Q2 		$13K Hold
515
– – 0.01% 688
2015
Q1 		$14K Hold
515
– – 0.01% 689
2014
Q4 		$13K Sell
515
-155
-23% -$4.25K 0.01% 680
2014
Q3 		$18K Buy
670
+350
+109% +$9.16K 0.01% 638
2014
Q2 		$8K Sell
320
-166
-34% -$3.93K 0.01% 874
2014
Q1 		$11K Buy
+486
New +$9.93K 0.01% 740

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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $384M AUM 11.74% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
AEC
Advance Emerging Capital London, United Kingdom $79.2M AUM 16.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Management's IFN Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Aberdeen India Fund (IFN) in Q3 2015, closing a stake of 515 shares — an estimated $13K sold.

B. Riley Wealth Management first reported a position in IFN in Q1 2014 and held it in 6 quarters. The position peaked at $18K in Q3 2014. 80 funds tracked by Wall St. Rank hold IFN as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Aberdeen India Fund position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 515 Aberdeen India Fund shares in Q3 2015, an estimated $13K.
  • B. Riley Wealth Management first reported a position in Aberdeen India Fund in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Aberdeen India Fund position peaked at $18K in Q3 2014.
  • 80 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.