CPA
IFN

Clear Perspective Advisors’s Aberdeen India Fund IFN Stock Holding History

Clear Perspective 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
2017
Q3 		– Sell
-300
Closed -$8K – 494
2017
Q2 		$8K Buy
+300
New +$8.01K 0.01% 359

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Clear Perspective Advisors's IFN Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Aberdeen India Fund (IFN) in Q3 2017, closing a stake of 300 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in IFN in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 73 funds tracked by Wall St. Rank hold IFN as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Aberdeen India Fund position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 300 Aberdeen India Fund shares in Q3 2017, an estimated $8K.
  • Clear Perspective Advisors first reported a position in Aberdeen India Fund in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Aberdeen India Fund position peaked at $8K in Q2 2017.
  • 73 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.