CIA
IFN

Cape Investment Advisory’s Aberdeen India Fund IFN Stock Holding History

Cape Investment Advisory’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
2025
Q3 		– Sell
-205
Closed -$3.39K – 997
2025
Q2 		$3.39K Hold
205
– – ﹤0.01% 836
2025
Q1 		$3.23K Hold
205
– – ﹤0.01% 833
2024
Q4 		$3.23K Hold
205
– – ﹤0.01% 823
2024
Q3 		$3.9K Hold
205
– – ﹤0.01% 754
2024
Q2 		$3.66K Hold
205
– – ﹤0.01% 726
2024
Q1 		$4.2K Hold
205
– – ﹤0.01% 675
2023
Q4 		$3.75K Hold
205
– – ﹤0.01% 824
2023
Q3 		$3.57K Buy
+205
New +$3.45K ﹤0.01% 715

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cape Investment Advisory's IFN Position: Q3 2025 in Review

Cape Investment Advisory sold out of Aberdeen India Fund (IFN) in Q3 2025, closing a stake of 205 shares — an estimated $3.39K sold.

Cape Investment Advisory first reported a position in IFN in Q3 2023 and held it in 8 quarters. The position peaked at $4.2K in Q1 2024. 77 funds tracked by Wall St. Rank hold IFN as of Q3 2025.

  • Cape Investment Advisory reported no remaining Aberdeen India Fund position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 205 Aberdeen India Fund shares in Q3 2025, an estimated $3.39K.
  • Cape Investment Advisory first reported a position in Aberdeen India Fund in Q3 2023 and held it in 8 quarters.
  • Cape Investment Advisory's Aberdeen India Fund position peaked at $4.2K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.