Wealthspire Advisors (Maryland)
IFN icon

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 $66.1B AUM 33.53% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return