LWM
IFN

Liberty Wealth Management’s Aberdeen India Fund IFN Stock Holding History

Liberty Wealth Management’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
Q3 		– Sell
-217
Closed -$5K – 917
2019
Q2 		$5K Buy
+217
New +$4.63K ﹤0.01% 657

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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Liberty Wealth Management's IFN Position: Q3 2019 in Review

Liberty Wealth Management sold out of Aberdeen India Fund (IFN) in Q3 2019, closing a stake of 217 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in IFN in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 78 funds tracked by Wall St. Rank hold IFN as of Q3 2019.

  • Liberty Wealth Management reported no remaining Aberdeen India Fund position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 217 Aberdeen India Fund shares in Q3 2019, an estimated $5K.
  • Liberty Wealth Management first reported a position in Aberdeen India Fund in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Aberdeen India Fund position peaked at $5K in Q2 2019.
  • 78 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.