WAM
IFN

Wealthspire Advisors (Maryland)’s Aberdeen India Fund IFN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Hold
0
– – – 818
2018
Q4 		– Hold
0
– – – 785
2018
Q3 		– Hold
0
– – – 878
2018
Q2 		– Hold
0
– – – 787
2018
Q1 		– Hold
0
– – – 849
2017
Q3 		– Hold
0
– – – 683
2017
Q2 		– Hold
0
– – – 677
2017
Q1 		– Hold
0
– – – 1365
2016
Q4 		– Hold
0
– – – 1350
2016
Q3 		– Hold
0
– – – 1324
2016
Q2 		– Hold
0
– – – 1268
2016
Q1 		– Hold
0
– – – 1252
2015
Q4 		– Hold
0
– – – 1271

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return