BWFA
IFN

Baltimore-Washington Financial Advisors’s Aberdeen India Fund IFN Stock Holding History

Baltimore-Washington Financial 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
2014
Q4 		– Sell
-237
Closed -$6K – 287
2014
Q3 		$6K Buy
+237
New +$6.2K ﹤0.01% 240

Other funds holding IFN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
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
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 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
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IFN Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of Aberdeen India Fund (IFN) in Q4 2014, closing a stake of 237 shares — an estimated $6K sold.

Baltimore-Washington Financial Advisors first reported a position in IFN in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 76 funds tracked by Wall St. Rank hold IFN as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Aberdeen India Fund position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 237 Aberdeen India Fund shares in Q4 2014, an estimated $6K.
  • Baltimore-Washington Financial Advisors first reported a position in Aberdeen India Fund in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Aberdeen India Fund position peaked at $6K in Q3 2014.
  • 76 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.