CFG
IFN

Cooper Financial Group’s Aberdeen India Fund IFN Stock Holding History

Cooper Financial Group’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
2023
Q4 		– Sell
-11,398
Closed -$199K – 350
2023
Q3 		$199K Buy
11,398
+63
+0.6% +$1.06K 0.05% 315
2023
Q2 		$188K Hold
11,335
– – 0.05% 310
2023
Q1 		$171K Buy
+11,335
New +$175K 0.05% 289

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cooper Financial Group's IFN Position: Q4 2023 in Review

Cooper Financial Group sold out of Aberdeen India Fund (IFN) in Q4 2023, closing a stake of 11,398 shares — an estimated $199K sold.

Cooper Financial Group first reported a position in IFN in Q1 2023 and held it in 3 quarters. The position peaked at $199K in Q3 2023. 67 funds tracked by Wall St. Rank hold IFN as of Q4 2023.

  • Cooper Financial Group reported no remaining Aberdeen India Fund position as of Q4 2023 after selling out during the quarter.
  • Cooper Financial Group sold 11,398 Aberdeen India Fund shares in Q4 2023, an estimated $199K.
  • Cooper Financial Group first reported a position in Aberdeen India Fund in Q1 2023 and held it in 3 quarters.
  • Cooper Financial Group's Aberdeen India Fund position peaked at $199K in Q3 2023.
  • 67 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2023.

Based on Cooper Financial Group's 13F filing for Q4 2023, filed 16 Jan 2024.