Bank of Montreal
IFN

Bank of Montreal’s Aberdeen India Fund IFN Stock Holding History

Bank of Montreal’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
2021
Q2 		– Sell
-187
Closed -$4K – 4243
2021
Q1 		$4K Hold
187
– – ﹤0.01% 4731
2020
Q4 		$4K Buy
+187
New +$3.4K ﹤0.01% 4780
2019
Q2 		– Sell
-2,133
Closed -$46K – 4966
2019
Q1 		$46K Buy
+2,133
New +$44.3K ﹤0.01% 3365
2018
Q3 		– Sell
-828
Closed -$20K – 4802
2018
Q2 		$20K Sell
828
-238
-22% -$5.89K ﹤0.01% 3738
2018
Q1 		$27K Hold
1,066
– – ﹤0.01% 3466
2017
Q4 		$28K Sell
1,066
-1,515
-59% -$41.8K ﹤0.01% 3472
2017
Q3 		$69K Buy
2,581
+1,865
+260% +$51.9K ﹤0.01% 3115
2017
Q2 		$19K Hold
716
– – ﹤0.01% 3551
2017
Q1 		$18K Hold
716
– – ﹤0.01% 3402
2016
Q4 		$16K Hold
716
– – ﹤0.01% 3460
2016
Q3 		$18K Hold
716
– – ﹤0.01% 3384
2016
Q2 		$17K Hold
716
– – ﹤0.01% 3437
2016
Q1 		$16K Hold
716
– – ﹤0.01% 3474
2015
Q4 		$16K Buy
716
+121
+20% +$2.9K ﹤0.01% 3464
2015
Q3 		$14K Buy
595
+221
+59% +$5.72K ﹤0.01% 3379
2015
Q2 		$10K Hold
374
– – ﹤0.01% 3492
2015
Q1 		$11K Hold
374
– – ﹤0.01% 3467
2014
Q4 		$10K Sell
374
-11,880
-97% -$326K ﹤0.01% 3551
2014
Q3 		$332K Buy
12,254
+11,880
+3,176% +$311K ﹤0.01% 2293
2014
Q2 		$9K Sell
374
-221
-37% -$5.23K ﹤0.01% 3917
2014
Q1 		$14K Buy
595
+221
+59% +$4.52K ﹤0.01% 3582
2013
Q4 		$7K Hold
374
– – ﹤0.01% 3482
2013
Q3 		$7K Hold
374
– – ﹤0.01% 3504
2013
Q2 		$7K Buy
+374
New +$7.73K ﹤0.01% 3383

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
JSMC
Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 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
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Bank of Montreal's IFN Position: Q2 2021 in Review

Bank of Montreal sold out of Aberdeen India Fund (IFN) in Q2 2021, closing a stake of 187 shares — an estimated $4K sold.

Bank of Montreal first reported a position in IFN in Q2 2013 and held it in 24 quarters. The position peaked at $332K in Q3 2014. 67 funds tracked by Wall St. Rank hold IFN as of Q2 2021.

  • Bank of Montreal reported no remaining Aberdeen India Fund position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 187 Aberdeen India Fund shares in Q2 2021, an estimated $4K.
  • Bank of Montreal first reported a position in Aberdeen India Fund in Q2 2013 and held it in 24 quarters.
  • Bank of Montreal's Aberdeen India Fund position peaked at $332K in Q3 2014.
  • 67 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.