VHAM
IFN

Van Hulzen Asset Management’s Aberdeen India Fund IFN Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-5,832
Closed -$91.9K – 664
2024
Q4 		$91.9K Buy
+5,832
New +$102K 0.01% 410
2020
Q3 		– Sell
-12,700
Closed -$197K – 274
2020
Q2 		$197K Sell
12,700
-5,400
-30% -$78.3K 0.03% 246
2020
Q1 		$247K Sell
18,100
-11,100
-38% -$205K 0.05% 208
2019
Q4 		$588K Buy
29,200
+300
+1% +$6.18K 0.11% 127
2019
Q3 		$593K Sell
28,900
-400
-1% -$8.17K 0.13% 117
2019
Q2 		$624K Hold
29,300
– – 0.14% 108
2019
Q1 		$626K Sell
29,300
-1,600
-5% -$33.3K 0.17% 93
2018
Q4 		$625K Sell
30,900
-7,050
-19% -$149K 0.18% 91
2018
Q3 		$840K Buy
37,950
+635
+2% +$15.6K 0.22% 83
2018
Q2 		$905K Sell
37,315
-100
-0.3% -$2.48K 0.27% 71
2018
Q1 		$922K Buy
37,415
+2,300
+7% +$60.1K 0.28% 79
2017
Q4 		$917K Buy
35,115
+395
+1% +$10.9K 0.28% 79
2017
Q3 		$930K Hold
34,720
– – 0.31% 72
2017
Q2 		$936K Buy
34,720
+3,805
+12% +$102K 0.37% 65
2017
Q1 		$785K Buy
30,915
+2,063
+7% +$47.8K 0.36% 67
2016
Q4 		$617K Sell
28,852
-4,285
-13% -$99.9K 0.29% 76
2016
Q3 		$824K Hold
33,137
– – 0.45% 59
2016
Q2 		$805K Buy
33,137
+4,900
+17% +$114K 0.46% 63
2016
Q1 		$648K Buy
28,237
+692
+3% +$14.7K 0.37% 69
2015
Q4 		$626K Sell
27,545
-2,200
-7% -$52.7K 0.39% 64
2015
Q3 		$725K Sell
29,745
-800
-3% -$20.7K 0.47% 54
2015
Q2 		$809K Buy
+30,545
New +$821K 0.44% 63
2015
Q1 		– Sell
-28,545
Closed -$737K – 142
2014
Q4 		$737K Buy
28,545
+1,200
+4% +$32.9K 0.51% 53
2014
Q3 		$742K Buy
27,345
+600
+2% +$15.7K 0.75% 45
2014
Q2 		$679K Buy
+26,745
New +$633K 0.58% 49

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Van Hulzen Asset Management's IFN Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Aberdeen India Fund (IFN) in Q1 2025, closing a stake of 5,832 shares — an estimated $91.9K sold.

Van Hulzen Asset Management first reported a position in IFN in Q2 2014 and held it in 25 quarters. The position peaked at $936K in Q2 2017. 80 funds tracked by Wall St. Rank hold IFN as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Aberdeen India Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5,832 Aberdeen India Fund shares in Q1 2025, an estimated $91.9K.
  • Van Hulzen Asset Management first reported a position in Aberdeen India Fund in Q2 2014 and held it in 25 quarters.
  • Van Hulzen Asset Management's Aberdeen India Fund position peaked at $936K in Q2 2017.
  • 80 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.