PFGIA
IFN

Patriot Financial Group Insurance Agency’s Aberdeen India Fund IFN Stock Holding History

Patriot Financial Group Insurance Agency’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
-209
Closed -$5K – 1047
2018
Q3 		$5K Buy
+209
New +$5.14K ﹤0.01% 738

Other funds holding IFN

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COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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 $3.04B AUM 36.62% 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 $26.7B AUM 43.32% 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 0.79% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IFN Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Aberdeen India Fund (IFN) in Q4 2018, closing a stake of 209 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in IFN in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 79 funds tracked by Wall St. Rank hold IFN as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Aberdeen India Fund position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 209 Aberdeen India Fund shares in Q4 2018, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Aberdeen India Fund in Q3 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Aberdeen India Fund position peaked at $5K in Q3 2018.
  • 79 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.