CP
IFN

Castleview Partners’s Aberdeen India Fund IFN Stock Holding History

Castleview Partners’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 		$53K Buy
+2,406
New +$51.4K 0.02% 403
2018
Q1 		$417K Buy
+16,920
New +$442K 0.34% 66

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $51.6B AUM 27.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Castleview Partners's IFN Position: Q2 2021 in Review

Castleview Partners opened a new position in Aberdeen India Fund (IFN) in Q2 2021: 2,406 shares worth $53K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings. This is a return to the name: Castleview Partners previously reported a position in IFN as recently as Q1 2018.

Castleview Partners first reported a position in IFN in Q1 2018 and has held it in 2 quarters since. The position peaked at $417K in Q1 2018. 68 funds tracked by Wall St. Rank hold IFN as of Q2 2021.

  • Castleview Partners held 2,406 shares of Aberdeen India Fund worth $53K as of Q2 2021.
  • Aberdeen India Fund was a new Castleview Partners position in Q2 2021.
  • Aberdeen India Fund made up 0.02% of Castleview Partners's portfolio in Q2 2021, its #403 holding.
  • Castleview Partners first reported a position in Aberdeen India Fund in Q1 2018 and has held it in 2 quarters since.
  • Castleview Partners's Aberdeen India Fund position peaked at $417K in Q1 2018.
  • 68 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.