SFS
IFN

Shaker Financial Services’s Aberdeen India Fund IFN Stock Holding History

Shaker Financial Services’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
2024
Q4 		– Sell
-16,500
Closed -$314K – 180
2024
Q3 		$314K Hold
16,500
– – 0.12% 139
2024
Q2 		$295K Buy
+16,500
New +$300K 0.12% 136

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Cetera Investment Advisers
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Shaker Financial Services's IFN Position: Q4 2024 in Review

Shaker Financial Services sold out of Aberdeen India Fund (IFN) in Q4 2024, closing a stake of 16,500 shares — an estimated $314K sold.

Shaker Financial Services first reported a position in IFN in Q2 2024 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 98 funds tracked by Wall St. Rank hold IFN as of Q4 2024.

  • Shaker Financial Services reported no remaining Aberdeen India Fund position as of Q4 2024 after selling out during the quarter.
  • Shaker Financial Services sold 16,500 Aberdeen India Fund shares in Q4 2024, an estimated $314K.
  • Shaker Financial Services first reported a position in Aberdeen India Fund in Q2 2024 and held it in 2 quarters.
  • Shaker Financial Services's Aberdeen India Fund position peaked at $314K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2024.

Based on Shaker Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.