NFG
IFN

Next Financial Group’s Aberdeen India Fund IFN Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-500
Closed -$10K – 2246
2019
Q4 		$10K Buy
+500
New +$10.3K ﹤0.01% 1770

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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
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

Next Financial Group's IFN Position: Q1 2020 in Review

Next Financial Group sold out of Aberdeen India Fund (IFN) in Q1 2020, closing a stake of 500 shares — an estimated $10K sold.

Next Financial Group first reported a position in IFN in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 79 funds tracked by Wall St. Rank hold IFN as of Q1 2020.

  • Next Financial Group reported no remaining Aberdeen India Fund position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 500 Aberdeen India Fund shares in Q1 2020, an estimated $10K.
  • Next Financial Group first reported a position in Aberdeen India Fund in Q4 2019 and held it in 1 quarter.
  • Next Financial Group's Aberdeen India Fund position peaked at $10K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.