WAP
IFN

Wealthcare Advisory Partners’s Aberdeen India Fund IFN Stock Holding History

Wealthcare Advisory Partners’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
-387
Closed -$8K – 1162
2021
Q1 		$8K Buy
+387
New +$8.11K ﹤0.01% 1522
2020
Q2 		– Sell
-387
Closed -$5K – 819
2020
Q1 		$5K Hold
387
– – ﹤0.01% 1102
2019
Q4 		$8K Hold
387
– – ﹤0.01% 1002
2019
Q3 		$8K Buy
+387
New +$7.91K ﹤0.01% 971

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SO
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
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

Wealthcare Advisory Partners's IFN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Aberdeen India Fund (IFN) in Q2 2021, closing a stake of 387 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in IFN in Q3 2019 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 67 funds tracked by Wall St. Rank hold IFN as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Aberdeen India Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 387 Aberdeen India Fund shares in Q2 2021, an estimated $8K.
  • Wealthcare Advisory Partners first reported a position in Aberdeen India Fund in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Aberdeen India Fund position peaked at $8K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.