Joseph P. Lucia & Associates’s Aberdeen India Fund IFN Stock Holding History

Joseph P. Lucia & Associates’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
2021 Q4	–	Sell	-106	Closed	-$2K	–	311
2021 Q3	$2K	Hold	106	–	–	﹤0.01%	516
2021 Q2	$2K	Hold	106	–	–	﹤0.01%	513
2021 Q1	$2K	Hold	106	–	–	﹤0.01%	492
2020 Q4	$2K	Buy	+106	New	+$1.93K	﹤0.01%	444
2020 Q3	–	Sell	-106	Closed	-$2K	–	242
2020 Q2	$2K	Hold	106	–	–	﹤0.01%	435
2020 Q1	$1K	Hold	106	–	–	﹤0.01%	419
2019 Q4	$2K	Hold	106	–	–	﹤0.01%	408
2019 Q3	$2K	Hold	106	–	–	﹤0.01%	412
2019 Q2	$2K	Buy	+106	New	+$2.26K	﹤0.01%	406

Other funds holding IFN

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JSMC

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

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

Joseph P. Lucia & Associates's IFN Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Aberdeen India Fund (IFN) in Q4 2021, closing a stake of 106 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in IFN in Q2 2019 and held it in 9 quarters. The position peaked at $2K in Q3 2021. 63 funds tracked by Wall St. Rank hold IFN as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining Aberdeen India Fund position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 106 Aberdeen India Fund shares in Q4 2021, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in Aberdeen India Fund in Q2 2019 and held it in 9 quarters.
Joseph P. Lucia & Associates's Aberdeen India Fund position peaked at $2K in Q3 2021.
63 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.