OFW
IFN

Omnia Family Wealth’s Aberdeen India Fund IFN Stock Holding History

Omnia Family Wealth’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
-265
Closed -$6K – 586
2018
Q3 		$6K Buy
+265
New +$6.52K ﹤0.01% 292

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

Omnia Family Wealth's IFN Position: Q4 2018 in Review

Omnia Family Wealth sold out of Aberdeen India Fund (IFN) in Q4 2018, closing a stake of 265 shares — an estimated $6K sold.

Omnia Family Wealth first reported a position in IFN in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 79 funds tracked by Wall St. Rank hold IFN as of Q4 2018.

  • Omnia Family Wealth reported no remaining Aberdeen India Fund position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 265 Aberdeen India Fund shares in Q4 2018, an estimated $6K.
  • Omnia Family Wealth first reported a position in Aberdeen India Fund in Q3 2018 and held it in 1 quarter.
  • Omnia Family Wealth's Aberdeen India Fund position peaked at $6K in Q3 2018.
  • 79 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.