GWM
IFN

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

Gupta 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
2016
Q1 		$13K Hold
553
– – ﹤0.01% 807
2015
Q4 		$13K Hold
553
– – ﹤0.01% 813
2015
Q3 		$13K Hold
553
– – ﹤0.01% 846
2015
Q2 		$15K Hold
553
– – ﹤0.01% 805
2015
Q1 		$16K Buy
+553
New +$15.8K ﹤0.01% 654

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $351M AUM 5.96% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's IFN Position: Q1 2016 in Review

Gupta Wealth Management held its Aberdeen India Fund (IFN) position steady in Q1 2016 at 553 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Gupta Wealth Management first reported a position in IFN in Q1 2015 and has held it in 5 quarters since. The position peaked at $16K in Q1 2015. 72 funds tracked by Wall St. Rank hold IFN as of Q1 2016.

  • Gupta Wealth Management held 553 shares of Aberdeen India Fund worth $13K as of Q1 2016.
  • Gupta Wealth Management left its Aberdeen India Fund share count unchanged in Q1 2016.
  • Aberdeen India Fund made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #807 holding.
  • Gupta Wealth Management first reported a position in Aberdeen India Fund in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Aberdeen India Fund position peaked at $16K in Q1 2015.
  • 72 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.