RC
IFN

Roundview Capital’s Aberdeen India Fund IFN Stock Holding History

Roundview Capital’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
2025
Q2 		– Sell
-14,444
Closed -$228K – 329
2025
Q1 		$228K Hold
14,444
– – 0.02% 298
2024
Q4 		$227K Hold
14,444
– – 0.02% 314
2024
Q3 		$275K Hold
14,444
– – 0.02% 307
2024
Q2 		$258K Buy
+14,444
New +$263K 0.02% 297

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Roundview Capital's IFN Position: Q2 2025 in Review

Roundview Capital sold out of Aberdeen India Fund (IFN) in Q2 2025, closing a stake of 14,444 shares — an estimated $228K sold.

Roundview Capital first reported a position in IFN in Q2 2024 and held it in 4 quarters. The position peaked at $275K in Q3 2024. 84 funds tracked by Wall St. Rank hold IFN as of Q2 2025.

  • Roundview Capital reported no remaining Aberdeen India Fund position as of Q2 2025 after selling out during the quarter.
  • Roundview Capital sold 14,444 Aberdeen India Fund shares in Q2 2025, an estimated $228K.
  • Roundview Capital first reported a position in Aberdeen India Fund in Q2 2024 and held it in 4 quarters.
  • Roundview Capital's Aberdeen India Fund position peaked at $275K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2025.

Based on Roundview Capital's 13F filing for Q2 2025, filed 23 Jul 2025.