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 New York $66.1B AUM 33.53% 1-Year Est. Return

COLIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Mascoma Wealth Management's IFN Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Aberdeen India Fund (IFN) in Q4 2018, closing a stake of 33 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in IFN in Q4 2016 and held it in 8 quarters. The position peaked at $9K in Q4 2017. 79 funds tracked by Wall St. Rank hold IFN as of Q4 2018.

Mascoma Wealth Management reported no remaining Aberdeen India Fund position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 33 Aberdeen India Fund shares in Q4 2018, an estimated $1K.
Mascoma Wealth Management first reported a position in Aberdeen India Fund in Q4 2016 and held it in 8 quarters.
Mascoma Wealth Management's Aberdeen India Fund position peaked at $9K in Q4 2017.
79 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.