IWA
IFN

Intercontinental Wealth Advisors’s Aberdeen India Fund IFN Stock Holding History

Intercontinental Wealth 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
2019
Q4 		– Sell
-989
Closed -$20K – 387
2019
Q3 		$20K Hold
989
– – 0.01% 281
2019
Q2 		$21K Hold
989
– – 0.01% 272
2019
Q1 		$21K Hold
989
– – 0.01% 304
2018
Q4 		$20K Buy
+989
New +$20.9K 0.01% 312

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Janney Montgomery Scott
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

Intercontinental Wealth Advisors's IFN Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Aberdeen India Fund (IFN) in Q4 2019, closing a stake of 989 shares — an estimated $20K sold.

Intercontinental Wealth Advisors first reported a position in IFN in Q4 2018 and held it in 4 quarters. The position peaked at $21K in Q2 2019. 83 funds tracked by Wall St. Rank hold IFN as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Aberdeen India Fund position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 989 Aberdeen India Fund shares in Q4 2019, an estimated $20K.
  • Intercontinental Wealth Advisors first reported a position in Aberdeen India Fund in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Aberdeen India Fund position peaked at $21K in Q2 2019.
  • 83 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.