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

Lenox 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
2022 Q1	$20K	Hold	1,000	–	–	﹤0.01%	375
2021 Q4	$21K	Hold	1,000	–	–	﹤0.01%	386
2021 Q3	$23K	Hold	1,000	–	–	﹤0.01%	340
2021 Q2	$22K	Hold	1,000	–	–	﹤0.01%	338
2021 Q1	$21K	Buy	+1,000	New	+$20.9K	﹤0.01%	304

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

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 $26.7B AUM 43.32% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lenox Wealth Advisors's IFN Position: Q1 2022 in Review

Lenox Wealth Advisors held its Aberdeen India Fund (IFN) position steady in Q1 2022 at 1,000 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Lenox Wealth Advisors first reported a position in IFN in Q1 2021 and has held it in 5 quarters since. The position peaked at $23K in Q3 2021. 57 funds tracked by Wall St. Rank hold IFN as of Q1 2022.

Lenox Wealth Advisors held 1,000 shares of Aberdeen India Fund worth $20K as of Q1 2022.
Lenox Wealth Advisors left its Aberdeen India Fund share count unchanged in Q1 2022.
Aberdeen India Fund made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #375 holding.
Lenox Wealth Advisors first reported a position in Aberdeen India Fund in Q1 2021 and has held it in 5 quarters since.
Lenox Wealth Advisors's Aberdeen India Fund position peaked at $23K in Q3 2021.
57 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.