Creative Planning’s Aberdeen India Fund IFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-55,516
| Closed | -$1.06M | – | 3636 |
|
|
2024
Q3 | $1.06M | Buy |
55,516
+12
| +0% | +$219 | ﹤0.01% | 1473 |
|
|
2024
Q2 | $991K | Hold |
55,504
| – | – | ﹤0.01% | 1406 |
|
|
2024
Q1 | $1.14M | Buy |
55,504
+11
| +0% | +$217 | ﹤0.01% | 1255 |
|
|
2023
Q4 | $1.01M | Hold |
55,493
| – | – | ﹤0.01% | 1222 |
|
|
2023
Q3 | $967K | Hold |
55,493
| – | – | ﹤0.01% | 1177 |
|
|
2023
Q2 | $921K | Sell |
55,493
-124
| -0.2% | -$1.94K | ﹤0.01% | 1170 |
|
|
2023
Q1 | $841K | Buy |
55,617
+23
| +0% | +$356 | ﹤0.01% | 1162 |
|
|
2022
Q4 | $823K | Buy |
55,594
+129
| +0.2% | +$2.07K | ﹤0.01% | 1134 |
|
|
2022
Q3 | $892K | Sell |
55,465
-995
| -2% | -$17.1K | ﹤0.01% | 1006 |
|
|
2022
Q2 | $920K | Buy |
56,460
+1,006
| +2% | +$17.8K | ﹤0.01% | 1011 |
|
|
2022
Q1 | $1.07M | Buy |
+55,454
| New | +$1.12M | ﹤0.01% | 952 |
|
|
2019
Q4 | – | Sell |
-15,678
| Closed | -$322K | – | 2053 |
|
|
2019
Q3 | $322K | Buy |
+15,678
| New | +$320K | ﹤0.01% | 1317 |
|
|
2018
Q4 | – | Sell |
-9,619
| Closed | -$213K | – | 2015 |
|
|
2018
Q3 | $213K | Sell |
9,619
-126
| -1% | -$3.1K | ﹤0.01% | 1635 |
|
|
2018
Q2 | $236K | Sell |
9,745
-620
| -6% | -$15.4K | ﹤0.01% | 1526 |
|
|
2018
Q1 | $255K | Buy |
10,365
+722
| +7% | +$18.9K | ﹤0.01% | 1445 |
|
|
2017
Q4 | $252K | Hold |
9,643
| – | – | ﹤0.01% | 1452 |
|
|
2017
Q3 | $258K | Sell |
9,643
-2,110
| -18% | -$58.8K | ﹤0.01% | 1434 |
|
|
2017
Q2 | $317K | Buy |
11,753
+2,216
| +23% | +$59.1K | ﹤0.01% | 1263 |
|
|
2017
Q1 | $242K | Sell |
9,537
-396
| -4% | -$9.18K | ﹤0.01% | 1375 |
|
|
2016
Q4 | $212K | Sell |
9,933
-157
| -2% | -$3.66K | ﹤0.01% | 1388 |
|
|
2016
Q3 | $251K | Sell |
10,090
-2,126
| -17% | -$53.7K | ﹤0.01% | 1279 |
|
|
2016
Q2 | $297K | Buy |
12,216
+332
| +3% | +$7.76K | ﹤0.01% | 1055 |
|
|
2016
Q1 | $273K | Sell |
11,884
-781
| -6% | -$16.6K | ﹤0.01% | 1050 |
|
|
2015
Q4 | $288K | Buy |
12,665
+290
| +2% | +$6.95K | ﹤0.01% | 1008 |
|
|
2015
Q3 | $301K | Buy |
12,375
+10
| +0.1% | +$259 | ﹤0.01% | 968 |
|
|
2015
Q2 | $328K | Sell |
12,365
-391
| -3% | -$10.5K | ﹤0.01% | 774 |
|
|
2015
Q1 | $361K | Buy |
12,756
+391
| +3% | +$11.2K | ﹤0.01% | 896 |
|
|
2014
Q4 | $319K | Buy |
12,365
+9,149
| +284% | +$251K | ﹤0.01% | 905 |
|
|
2014
Q3 | $87K | Sell |
3,216
-773
| -19% | -$20.2K | ﹤0.01% | 1569 |
|
|
2014
Q2 | $101K | Buy |
3,989
+773
| +24% | +$18.3K | ﹤0.01% | 1418 |
|
|
2014
Q1 | $74K | Sell |
3,216
-321
| -9% | -$6.56K | ﹤0.01% | 1573 |
|
|
2013
Q4 | $71K | Sell |
3,537
-13,114
| -79% | -$266K | ﹤0.01% | 1386 |
|
|
2013
Q3 | $319K | Buy |
16,651
+11,227
| +207% | +$216K | 0.01% | 577 |
|
|
2013
Q2 | $104K | Buy |
+5,424
| New | +$112K | ﹤0.01% | 969 |
|
Other funds holding IFN
RCM
LCM
PCM
SO
Creative Planning's IFN Position: Q4 2024 in Review
Creative Planning sold out of Aberdeen India Fund (IFN) in Q4 2024, closing a stake of 55,516 shares — an estimated $1.06M sold.
Creative Planning first reported a position in IFN in Q2 2013 and held it in 34 quarters. The position peaked at $1.14M in Q1 2024. 98 funds tracked by Wall St. Rank hold IFN as of Q4 2024.
- Creative Planning reported no remaining Aberdeen India Fund position as of Q4 2024 after selling out during the quarter.
- Creative Planning sold 55,516 Aberdeen India Fund shares in Q4 2024, an estimated $1.06M.
- Creative Planning first reported a position in Aberdeen India Fund in Q2 2013 and held it in 34 quarters.
- Creative Planning's Aberdeen India Fund position peaked at $1.14M in Q1 2024.
- 98 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2024.
Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.