MWM
IFN

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

Mascoma 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
2018
Q4 		– Sell
-33
Closed -$1K – 385
2018
Q3 		$1K Sell
33
-133
-80% -$3.27K ﹤0.01% 382
2018
Q2 		$4K Hold
166
– – ﹤0.01% 328
2018
Q1 		$4K Sell
166
-182
-52% -$4.75K ﹤0.01% 320
2017
Q4 		$9K Hold
348
– – 0.01% 273
2017
Q3 		$9K Hold
348
– – 0.01% 284
2017
Q2 		$9K Hold
348
– – 0.01% 287
2017
Q1 		$9K Hold
348
– – 0.01% 269
2016
Q4 		$7K Buy
+348
New +$8.11K 0.01% 283

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return