KWA
IIF

KCS Wealth Advisory’s Morgan Stanley India Investment Fund IIF Stock Holding History

KCS Wealth Advisory’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-46
Closed -$872 – 261
2019
Q3 		$872 Buy
+46
New +$872 ﹤0.01% 435

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

KCS Wealth Advisory's IIF Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Morgan Stanley India Investment Fund (IIF) in Q4 2019, closing a stake of 46 shares — an estimated $872 sold.

KCS Wealth Advisory first reported a position in IIF in Q3 2019 and held it in 1 quarter. The position peaked at $872 in Q3 2019. 49 funds tracked by Wall St. Rank hold IIF as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Morgan Stanley India Investment Fund position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 46 Morgan Stanley India Investment Fund shares in Q4 2019, an estimated $872.
  • KCS Wealth Advisory first reported a position in Morgan Stanley India Investment Fund in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Morgan Stanley India Investment Fund position peaked at $872 in Q3 2019.
  • 49 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.