Certified Advisory Corp’s Morgan Stanley India Investment Fund IIF Stock Holding History

Certified Advisory Corp’s Portfolio IIF Stock Details IIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-666	Closed	-$14K	–	811
2019 Q1	$14K	Hold	666	–	–	0.01%	504
2018 Q4	$13K	Hold	666	–	–	0.01%	501
2018 Q3	$16K	Hold	666	–	–	0.01%	494
2018 Q2	$17K	Hold	666	–	–	0.01%	458
2018 Q1	$20K	Buy	+666	New	+$21.5K	0.01%	410

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Certified Advisory Corp's IIF Position: Q2 2019 in Review

Certified Advisory Corp sold out of Morgan Stanley India Investment Fund (IIF) in Q2 2019, closing a stake of 666 shares — an estimated $14K sold.

Certified Advisory Corp first reported a position in IIF in Q1 2018 and held it in 5 quarters. The position peaked at $20K in Q1 2018. 43 funds tracked by Wall St. Rank hold IIF as of Q2 2019.

Certified Advisory Corp reported no remaining Morgan Stanley India Investment Fund position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 666 Morgan Stanley India Investment Fund shares in Q2 2019, an estimated $14K.
Certified Advisory Corp first reported a position in Morgan Stanley India Investment Fund in Q1 2018 and held it in 5 quarters.
Certified Advisory Corp's Morgan Stanley India Investment Fund position peaked at $20K in Q1 2018.
43 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.