SIC
IIF

Salem Investment Counselors’s Morgan Stanley India Investment Fund IIF Stock Holding History

Salem Investment Counselors’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
2022
Q4 		– Sell
-41
Closed -$1K – 1123
2022
Q3 		$1K Hold
41
– – ﹤0.01% 992
2022
Q2 		$1K Hold
41
– – ﹤0.01% 1024
2022
Q1 		$1K Buy
41
+5
+14% +$129 ﹤0.01% 965
2021
Q4 		$1K Hold
36
– – ﹤0.01% 1039
2021
Q3 		$1K Hold
36
– – ﹤0.01% 941
2021
Q2 		$1K Buy
36
+14
+64% +$333 ﹤0.01% 868
2021
Q1 		$1K Buy
+22
New +$508 ﹤0.01% 836

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Salem Investment Counselors's IIF Position: Q4 2022 in Review

Salem Investment Counselors sold out of Morgan Stanley India Investment Fund (IIF) in Q4 2022, closing a stake of 41 shares — an estimated $1K sold.

Salem Investment Counselors first reported a position in IIF in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 42 funds tracked by Wall St. Rank hold IIF as of Q4 2022.

  • Salem Investment Counselors reported no remaining Morgan Stanley India Investment Fund position as of Q4 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 41 Morgan Stanley India Investment Fund shares in Q4 2022, an estimated $1K.
  • Salem Investment Counselors first reported a position in Morgan Stanley India Investment Fund in Q1 2021 and held it in 7 quarters.
  • Salem Investment Counselors's Morgan Stanley India Investment Fund position peaked at $1K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q4 2022.

Based on Salem Investment Counselors's 13F filing for Q4 2022, filed 15 Feb 2023.