IA
IFN

IFP Advisors’s Aberdeen India Fund IFN Stock Holding History

IFP Advisors’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
Q3 		– Sell
-86
Closed -$1.43K – 3426
2023
Q2 		$1.43K Hold
86
– – ﹤0.01% 2978
2023
Q1 		$2.13K Sell
86
-3,914
-98% -$60.6K ﹤0.01% 2876
2022
Q4 		$99K Hold
4,000
– – ﹤0.01% 1742
2022
Q3 		$99K Buy
+4,000
New +$68.8K ﹤0.01% 1865
2019
Q1 		– Sell
-2,618
Closed -$53K – 2849
2018
Q4 		$53K Buy
2,618
+251
+11% +$5.32K ﹤0.01% 1580
2018
Q3 		$52K Buy
2,367
+1,179
+99% +$29K ﹤0.01% 1874
2018
Q2 		$29K Buy
1,188
+100
+9% +$2.48K ﹤0.01% 2246
2018
Q1 		$28K Hold
1,088
– – ﹤0.01% 2178
2017
Q4 		$28K Buy
1,088
+10
+0.9% +$276 ﹤0.01% 2206
2017
Q3 		$29K Buy
1,078
+15
+1% +$418 ﹤0.01% 2360
2017
Q2 		$29K Buy
1,063
+425
+67% +$11.3K ﹤0.01% 2341
2017
Q1 		$16K Hold
638
– – ﹤0.01% 2642
2016
Q4 		$14K Sell
638
-5,599
-90% -$131K ﹤0.01% 2701
2016
Q3 		$155K Buy
6,237
+3,265
+110% +$82.5K 0.01% 1132
2016
Q2 		$72K Buy
+2,972
New +$69.4K ﹤0.01% 1541
2016
Q1 		– Sell
-10,876
Closed -$247K – 2857
2015
Q4 		$247K Buy
+10,876
New +$261K 0.02% 749

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

IFP Advisors's IFN Position: Q3 2023 in Review

IFP Advisors sold out of Aberdeen India Fund (IFN) in Q3 2023, closing a stake of 86 shares — an estimated $1.43K sold.

IFP Advisors first reported a position in IFN in Q4 2015 and held it in 16 quarters. The position peaked at $247K in Q4 2015. 63 funds tracked by Wall St. Rank hold IFN as of Q3 2023.

  • IFP Advisors reported no remaining Aberdeen India Fund position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 86 Aberdeen India Fund shares in Q3 2023, an estimated $1.43K.
  • IFP Advisors first reported a position in Aberdeen India Fund in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's Aberdeen India Fund position peaked at $247K in Q4 2015.
  • 63 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.