WCM
IFN

Wealthcare Capital Management’s Aberdeen India Fund IFN Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-785
Closed -$22K – 619
2015
Q1 		$22K Buy
+785
New +$22.5K ﹤0.01% 384

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $384M AUM 11.74% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WJA
Williams Jones & Associates New York $4.82B AUM 19.95% 1-Year Est. Return

Wealthcare Capital Management's IFN Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Aberdeen India Fund (IFN) in Q2 2015, closing a stake of 785 shares — an estimated $22K sold.

Wealthcare Capital Management first reported a position in IFN in Q1 2015 and held it in 1 quarter. The position peaked at $22K in Q1 2015. 77 funds tracked by Wall St. Rank hold IFN as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Aberdeen India Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 785 Aberdeen India Fund shares in Q2 2015, an estimated $22K.
  • Wealthcare Capital Management first reported a position in Aberdeen India Fund in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Aberdeen India Fund position peaked at $22K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.