Optimum Investment Advisors’s Aberdeen India Fund IFN Stock Holding History

Optimum Investment 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
2020 Q2	–	Sell	-599	Closed	-$8K	–	888
2020 Q1	$8K	Hold	599	–	–	﹤0.01%	710
2019 Q4	$12K	Hold	599	–	–	﹤0.01%	748
2019 Q3	$12K	Hold	599	–	–	﹤0.01%	753
2019 Q2	$13K	Hold	599	–	–	﹤0.01%	738
2019 Q1	$13K	Hold	599	–	–	﹤0.01%	761
2018 Q4	$12K	Hold	599	–	–	﹤0.01%	725
2018 Q3	$13K	Hold	599	–	–	﹤0.01%	808
2018 Q2	$15K	Buy	+599	New	+$14.8K	﹤0.01%	789

Other funds holding IFN

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

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

JSMC

Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Optimum Investment Advisors's IFN Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Aberdeen India Fund (IFN) in Q2 2020, closing a stake of 599 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in IFN in Q2 2018 and held it in 8 quarters. The position peaked at $15K in Q2 2018. 63 funds tracked by Wall St. Rank hold IFN as of Q2 2020.

Optimum Investment Advisors reported no remaining Aberdeen India Fund position as of Q2 2020 after selling out during the quarter.
Optimum Investment Advisors sold 599 Aberdeen India Fund shares in Q2 2020, an estimated $8K.
Optimum Investment Advisors first reported a position in Aberdeen India Fund in Q2 2018 and held it in 8 quarters.
Optimum Investment Advisors's Aberdeen India Fund position peaked at $15K in Q2 2018.
63 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.