JP Morgan Private Wealth Advisors
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JP Morgan Private Wealth Advisors’s Aberdeen India Fund IFN Stock Holding History

JP Morgan Private 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
2013
Q3 		– Sell
-10,504
Closed -$201K – 647
2013
Q2 		$201K Buy
+10,504
New +$217K 0.01% 576

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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
VCAM
Valentine Capital Asset Management Danville, California $89.6M AUM 0.84% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IFN Position: Q3 2013 in Review

JP Morgan Private Wealth Advisors sold out of Aberdeen India Fund (IFN) in Q3 2013, closing a stake of 10,504 shares — an estimated $201K sold.

JP Morgan Private Wealth Advisors first reported a position in IFN in Q2 2013 and held it in 1 quarter. The position peaked at $201K in Q2 2013. 71 funds tracked by Wall St. Rank hold IFN as of Q3 2013.

  • JP Morgan Private Wealth Advisors reported no remaining Aberdeen India Fund position as of Q3 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,504 Aberdeen India Fund shares in Q3 2013, an estimated $201K.
  • JP Morgan Private Wealth Advisors first reported a position in Aberdeen India Fund in Q2 2013 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Aberdeen India Fund position peaked at $201K in Q2 2013.
  • 71 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2013, filed 5 Nov 2013.