EWA
IIF

ERTS Wealth Advisors’s Morgan Stanley India Investment Fund IIF Stock Holding History

ERTS Wealth Advisors’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
Q1 		– Sell
-100
Closed -$2K – 190
2018
Q4 		$2K Buy
+100
New +$2.19K ﹤0.01% 305

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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SO
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

ERTS Wealth Advisors's IIF Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

ERTS Wealth Advisors first reported a position in IIF in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Morgan Stanley India Investment Fund position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 100 Morgan Stanley India Investment Fund shares in Q1 2019, an estimated $2K.
  • ERTS Wealth Advisors first reported a position in Morgan Stanley India Investment Fund in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Morgan Stanley India Investment Fund position peaked at $2K in Q4 2018.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.