Valeo Financial Advisors’s Aberdeen India Fund IFN Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-542	Closed	-$12K	–	1112
2021 Q1	$12K	Hold	542	–	–	﹤0.01%	1311
2020 Q4	$11K	Hold	542	–	–	﹤0.01%	1175
2020 Q3	$9K	Hold	542	–	–	﹤0.01%	1105
2020 Q2	$8K	Hold	542	–	–	﹤0.01%	1352
2020 Q1	$8K	Buy	+542	New	+$9.99K	﹤0.01%	1166

Other funds holding IFN

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

JSMC

Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Valeo Financial Advisors's IFN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Aberdeen India Fund (IFN) in Q2 2021, closing a stake of 542 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in IFN in Q1 2020 and held it in 5 quarters. The position peaked at $12K in Q1 2021. 67 funds tracked by Wall St. Rank hold IFN as of Q2 2021.

Valeo Financial Advisors reported no remaining Aberdeen India Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 542 Aberdeen India Fund shares in Q2 2021, an estimated $12K.
Valeo Financial Advisors first reported a position in Aberdeen India Fund in Q1 2020 and held it in 5 quarters.
Valeo Financial Advisors's Aberdeen India Fund position peaked at $12K in Q1 2021.
67 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.