BEAM
IFN

Baker Ellis Asset Management’s Aberdeen India Fund IFN Stock Holding History

Baker Ellis Asset 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
2026
Q1 		– Sell
-12,000
Closed -$165K – 263
2025
Q4 		$165K Buy
+12,000
New +$175K 0.02% 255

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COLIM
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Raymond James Financial
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baker Ellis Asset Management's IFN Position: Q1 2026 in Review

Baker Ellis Asset Management sold out of Aberdeen India Fund (IFN) in Q1 2026, closing a stake of 12,000 shares — an estimated $165K sold.

Baker Ellis Asset Management first reported a position in IFN in Q4 2025 and held it in 1 quarter. The position peaked at $165K in Q4 2025. 70 funds tracked by Wall St. Rank hold IFN as of Q1 2026.

  • Baker Ellis Asset Management reported no remaining Aberdeen India Fund position as of Q1 2026 after selling out during the quarter.
  • Baker Ellis Asset Management sold 12,000 Aberdeen India Fund shares in Q1 2026, an estimated $165K.
  • Baker Ellis Asset Management first reported a position in Aberdeen India Fund in Q4 2025 and held it in 1 quarter.
  • Baker Ellis Asset Management's Aberdeen India Fund position peaked at $165K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2026.

Based on Baker Ellis Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.