Beck Capital Management’s Aberdeen India Fund IFN Stock Holding History

Beck Capital 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
2024 Q2	–	Sell	-183,425	Closed	-$3.75M	–	114
2024 Q1	$3.75M	Buy	183,425 +1,418	+0.8%	+$27.9K	1.08%	33
2023 Q4	$3.33M	Sell	182,007 -760	-0.4%	-$13K	1.14%	32
2023 Q3	$3.18M	Buy	+182,767	New	+$3.08M	1.23%	29
2016 Q4	–	Sell	-88,690	Closed	-$2.21M	–	104
2016 Q3	$2.21M	Buy	88,690 +6,220	+8%	+$157K	1.34%	37
2016 Q2	$2M	Buy	+82,470	New	+$1.93M	1.28%	33
2016 Q1	–	Sell	-52,633	Closed	-$1.2M	–	116
2015 Q4	$1.2M	Sell	52,633 -3,542	-6%	-$84.9K	0.7%	49
2015 Q3	$1.42M	Sell	56,175 -5,768	-9%	-$149K	0.99%	39
2015 Q2	$1.64M	Sell	61,943 -1,382	-2%	-$37.2K	0.88%	40
2015 Q1	$1.79M	Sell	63,325 -6,989	-10%	-$200K	1.02%	31
2014 Q4	$1.81M	Sell	70,314 -3,243	-4%	-$89K	1.06%	30
2014 Q3	$1.94M	Buy	73,557 +9,627	+15%	+$252K	1.36%	19
2014 Q2	$1.62M	Buy	+63,930	New	+$1.51M	1.08%	29

Other funds holding IFN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return