Loring Wolcott & Coolidge Fiduciary Advisors’s Aberdeen India Fund IFN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025 Q4	–	Sell	-12,000	Closed	-$184K	–	546
2025 Q3	$184K	Hold	12,000	–	–	﹤0.01%	324
2025 Q2	$198K	Hold	12,000	–	–	﹤0.01%	279
2025 Q1	$189K	Hold	12,000	–	–	﹤0.01%	275
2024 Q4	$187K	Hold	12,000	–	–	﹤0.01%	289
2024 Q3	$216K	Hold	12,000	–	–	﹤0.01%	274
2024 Q2	$219K	Buy	+12,000	New	+$218K	﹤0.01%	264
2019 Q2	–	Sell	-1,069	Closed	-$23K	–	733
2019 Q1	$23K	Hold	1,069	–	–	﹤0.01%	507
2018 Q4	$22K	Hold	1,069	–	–	﹤0.01%	507
2018 Q3	$24K	Hold	1,069	–	–	﹤0.01%	483
2018 Q2	$26K	Hold	1,069	–	–	﹤0.01%	485
2018 Q1	$26K	Hold	1,069	–	–	﹤0.01%	508
2017 Q4	$28K	Hold	1,069	–	–	﹤0.01%	483
2017 Q3	$29K	Hold	1,069	–	–	﹤0.01%	470
2017 Q2	$31K	Hold	1,069	–	–	﹤0.01%	457
2017 Q1	$27K	Hold	1,069	–	–	﹤0.01%	467
2016 Q4	$23K	Hold	1,069	–	–	﹤0.01%	462
2016 Q3	$27K	Hold	1,069	–	–	﹤0.01%	453
2016 Q2	$26K	Hold	1,069	–	–	﹤0.01%	459
2016 Q1	$25K	Hold	1,069	–	–	﹤0.01%	466
2015 Q4	$24K	Hold	1,069	–	–	﹤0.01%	498
2015 Q3	$28K	Hold	1,069	–	–	﹤0.01%	471
2015 Q2	$28K	Hold	1,069	–	–	﹤0.01%	471
2015 Q1	$30K	Hold	1,069	–	–	﹤0.01%	486
2014 Q4	$28K	Hold	1,069	–	–	﹤0.01%	482
2014 Q3	$29K	Hold	1,069	–	–	﹤0.01%	460
2014 Q2	$27K	Hold	1,069	–	–	﹤0.01%	487
2014 Q1	$25K	Hold	1,069	–	–	﹤0.01%	473
2013 Q4	$21K	Hold	1,069	–	–	﹤0.01%	467
2013 Q3	$20K	Hold	1,069	–	–	﹤0.01%	442
2013 Q2	$20K	Buy	+1,069	New	+$22.1K	﹤0.01%	480

Other funds holding IFN

COLIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IFN Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Aberdeen India Fund (IFN) in Q4 2025, closing a stake of 12,000 shares — an estimated $184K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IFN in Q2 2013 and held it in 30 quarters. The position peaked at $219K in Q2 2024. 72 funds tracked by Wall St. Rank hold IFN as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Aberdeen India Fund position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 12,000 Aberdeen India Fund shares in Q4 2025, an estimated $184K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Aberdeen India Fund in Q2 2013 and held it in 30 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Aberdeen India Fund position peaked at $219K in Q2 2024.
72 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.