Point View Wealth Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Point View Wealth Management’s Portfolio IIF Stock Details IIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$314K	Sell	14,783 -140	-0.9%	-$2.67K	0.13%	200
2020 Q3	$259K	Sell	14,923 -483	-3%	-$8.27K	0.12%	206
2020 Q2	$250K	Buy	15,406 +404	+3%	+$5.73K	0.12%	209
2020 Q1	$192K	Buy	15,002 +3,727	+33%	+$68.8K	0.11%	219
2019 Q4	$224K	Buy	11,275 +714	+7%	+$13.8K	0.09%	239
2019 Q3	$200K	Buy	10,561 +761	+8%	+$14.4K	0.09%	242
2019 Q2	$206K	Sell	9,800 -690	-7%	-$14.3K	0.09%	242
2019 Q1	$219K	Sell	10,490 -102	-1%	-$2.02K	0.1%	229
2018 Q4	$212K	Buy	+10,592	New	+$232K	0.11%	219

Other funds holding IIF

COLIM

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

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

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

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

RJA

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

Point View Wealth Management's IIF Position: Q4 2020 in Review

Point View Wealth Management reduced its Morgan Stanley India Investment Fund (IIF) stake by 0.94% in Q4 2020, selling an estimated $2.67K and leaving 14,783 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #200.

Point View Wealth Management first reported a position in IIF in Q4 2018 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold IIF as of Q4 2020.

Point View Wealth Management held 14,783 shares of Morgan Stanley India Investment Fund worth $314K as of Q4 2020.
Point View Wealth Management sold 140 Morgan Stanley India Investment Fund shares in Q4 2020, an estimated $2.67K.
Morgan Stanley India Investment Fund made up 0.13% of Point View Wealth Management's portfolio in Q4 2020, its #200 holding.
Point View Wealth Management first reported a position in Morgan Stanley India Investment Fund in Q4 2018 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.