WAM
IIF

Wealthspire Advisors (Maryland)’s Morgan Stanley India Investment Fund IIF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,100
Closed -$44K – 1187
2019
Q1 		$44K Hold
2,100
– – ﹤0.01% 936
2018
Q4 		$42K Hold
2,100
– – ﹤0.01% 935
2018
Q3 		$49K Hold
2,100
– – ﹤0.01% 983
2018
Q2 		$54K Hold
2,100
– – ﹤0.01% 946
2018
Q1 		$64K Hold
2,100
– – 0.01% 889
2017
Q4 		$70K Hold
2,100
– – 0.01% 869
2017
Q3 		$72K Hold
2,100
– – 0.01% 833
2017
Q2 		$68K Hold
2,100
– – 0.01% 835
2017
Q1 		$66K Hold
2,100
– – 0.01% 723
2016
Q4 		$54K Hold
2,100
– – 0.01% 747
2016
Q3 		$60K Hold
2,100
– – 0.01% 726
2016
Q2 		$56K Hold
2,100
– – 0.01% 708
2016
Q1 		$53K Buy
2,100
+100
+5% +$2.34K 0.01% 687
2015
Q4 		$51K Buy
+2,000
New +$51.7K 0.01% 708

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IIF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Morgan Stanley India Investment Fund (IIF) in Q2 2019, closing a stake of 2,100 shares — an estimated $44K sold.

Wealthspire Advisors (Maryland) first reported a position in IIF in Q4 2015 and held it in 14 quarters. The position peaked at $72K in Q3 2017. 43 funds tracked by Wall St. Rank hold IIF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Morgan Stanley India Investment Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,100 Morgan Stanley India Investment Fund shares in Q2 2019, an estimated $44K.
  • Wealthspire Advisors (Maryland) first reported a position in Morgan Stanley India Investment Fund in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Morgan Stanley India Investment Fund position peaked at $72K in Q3 2017.
  • 43 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.