BWL
IFN

Bogart Wealth LLC’s Aberdeen India Fund IFN Stock Holding History

Bogart Wealth LLC’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
2020
Q1 		– Sell
-245
Closed -$5K – 442
2019
Q4 		$5K Hold
245
– – ﹤0.01% 328
2019
Q3 		$5K Hold
245
– – ﹤0.01% 299
2019
Q2 		$5K Hold
245
– – ﹤0.01% 278
2019
Q1 		$5K Hold
245
– – ﹤0.01% 282
2018
Q4 		$4K Hold
245
– – ﹤0.01% 291
2018
Q3 		$5K Hold
245
– – ﹤0.01% 269
2018
Q2 		$5K Hold
245
– – ﹤0.01% 278
2018
Q1 		$6K Hold
245
– – ﹤0.01% 267
2017
Q4 		$6K Hold
245
– – ﹤0.01% 266
2017
Q3 		$7K Buy
+245
New +$6.82K 0.01% 257

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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Bogart Wealth LLC's IFN Position: Q1 2020 in Review

Bogart Wealth LLC sold out of Aberdeen India Fund (IFN) in Q1 2020, closing a stake of 245 shares — an estimated $5K sold.

Bogart Wealth LLC first reported a position in IFN in Q3 2017 and held it in 10 quarters. The position peaked at $7K in Q3 2017. 79 funds tracked by Wall St. Rank hold IFN as of Q1 2020.

  • Bogart Wealth LLC reported no remaining Aberdeen India Fund position as of Q1 2020 after selling out during the quarter.
  • Bogart Wealth LLC sold 245 Aberdeen India Fund shares in Q1 2020, an estimated $5K.
  • Bogart Wealth LLC first reported a position in Aberdeen India Fund in Q3 2017 and held it in 10 quarters.
  • Bogart Wealth LLC's Aberdeen India Fund position peaked at $7K in Q3 2017.
  • 79 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2020.

Based on Bogart Wealth LLC's 13F filing for Q1 2020, filed 20 Apr 2020.