BWA
IFN

BDO Wealth Advisors’s Aberdeen India Fund IFN Stock Holding History

BDO 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
2018
Q2 		– Sell
-101
Closed -$2K – 664
2018
Q1 		$2K Buy
+101
New +$2.64K ﹤0.01% 512
2017
Q3 		– Sell
-90
Closed -$2K – 489
2017
Q2 		$2K Buy
+90
New +$2.4K ﹤0.01% 503

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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

BDO Wealth Advisors's IFN Position: Q2 2018 in Review

BDO Wealth Advisors sold out of Aberdeen India Fund (IFN) in Q2 2018, closing a stake of 101 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in IFN in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 88 funds tracked by Wall St. Rank hold IFN as of Q2 2018.

  • BDO Wealth Advisors reported no remaining Aberdeen India Fund position as of Q2 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 101 Aberdeen India Fund shares in Q2 2018, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Aberdeen India Fund in Q2 2017 and held it in 2 quarters.
  • BDO Wealth Advisors's Aberdeen India Fund position peaked at $2K in Q1 2018.
  • 88 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2018.

Based on BDO Wealth Advisors's 13F filing for Q2 2018, filed 27 Aug 2018.