Frontier Wealth Management’s Aberdeen India Fund IFN Stock Holding History

Frontier Wealth Management’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 Q4	–	Sell	-10,000	Closed	-$205K	–	314
2019 Q3	$205K	Hold	10,000	–	–	0.03%	280
2019 Q2	$213K	Hold	10,000	–	–	0.03%	272
2019 Q1	$214K	Hold	10,000	–	–	0.03%	326
2018 Q4	$202K	Buy	+10,000	New	+$212K	0.03%	325
2018 Q2	–	Sell	-14,250	Closed	-$351K	–	392
2018 Q1	$351K	Hold	14,250	–	–	0.05%	277
2017 Q4	$372K	Sell	14,250 -12,500	-47%	-$345K	0.06%	243
2017 Q3	$717K	Buy	26,750 +3,750	+16%	+$104K	0.1%	185
2017 Q2	$620K	Hold	23,000	–	–	0.09%	191
2017 Q1	$584K	Buy	23,000 +10,000	+77%	+$232K	0.09%	202
2016 Q4	$278K	Buy	+13,000	New	+$303K	0.05%	298

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSMC

Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

1CP

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

Frontier Wealth Management's IFN Position: Q4 2019 in Review

Frontier Wealth Management sold out of Aberdeen India Fund (IFN) in Q4 2019, closing a stake of 10,000 shares — an estimated $205K sold.

Frontier Wealth Management first reported a position in IFN in Q4 2016 and held it in 10 quarters. The position peaked at $717K in Q3 2017. 83 funds tracked by Wall St. Rank hold IFN as of Q4 2019.

Frontier Wealth Management reported no remaining Aberdeen India Fund position as of Q4 2019 after selling out during the quarter.
Frontier Wealth Management sold 10,000 Aberdeen India Fund shares in Q4 2019, an estimated $205K.
Frontier Wealth Management first reported a position in Aberdeen India Fund in Q4 2016 and held it in 10 quarters.
Frontier Wealth Management's Aberdeen India Fund position peaked at $717K in Q3 2017.
83 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2019.

Based on Frontier Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.