Clarus Wealth Advisors’s Aberdeen India Fund IFN Stock Holding History

Clarus Wealth Advisors’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
2019 Q2	–	Sell	-4,379	Closed	-$94K	–	652
2019 Q1	$94K	Hold	4,379	–	–	0.07%	207
2018 Q4	$89K	Sell	4,379 -4,426	-50%	-$93.7K	0.14%	186
2018 Q3	$195K	Buy	8,805 +641	+8%	+$15.8K	0.13%	128
2018 Q2	$201K	Hold	8,164	–	–	0.15%	113
2018 Q1	$201K	Buy	8,164 +468	+6%	+$12.2K	0.19%	113
2017 Q4	$201K	Buy	+7,696	New	+$212K	0.19%	112

Other funds holding IFN

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

1CP

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

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

Clarus Wealth Advisors's IFN Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Aberdeen India Fund (IFN) in Q2 2019, closing a stake of 4,379 shares — an estimated $94K sold.

Clarus Wealth Advisors first reported a position in IFN in Q4 2017 and held it in 6 quarters. The position peaked at $201K in Q2 2018. 75 funds tracked by Wall St. Rank hold IFN as of Q2 2019.

Clarus Wealth Advisors reported no remaining Aberdeen India Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 4,379 Aberdeen India Fund shares in Q2 2019, an estimated $94K.
Clarus Wealth Advisors first reported a position in Aberdeen India Fund in Q4 2017 and held it in 6 quarters.
Clarus Wealth Advisors's Aberdeen India Fund position peaked at $201K in Q2 2018.
75 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.