WFG Advisors’s Aberdeen India Fund IFN Stock Holding History

WFG Advisors’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
2017 Q2	$46K	Hold	1,704	–	–	0.01%	715
2017 Q1	$43K	Hold	1,704	–	–	0.01%	694
2016 Q4	$36K	Sell	1,704 -1,110	-39%	-$25.9K	0.01%	794
2016 Q3	$70K	Sell	2,814 -423	-13%	-$10.7K	0.02%	622
2016 Q2	$79K	Sell	3,237 -336	-9%	-$7.85K	0.02%	563
2016 Q1	$82K	Sell	3,573 -147	-4%	-$3.12K	0.02%	530
2015 Q4	$85K	Sell	3,720 -886	-19%	-$21.2K	0.03%	511
2015 Q3	$112K	Sell	4,606 -711	-13%	-$18.4K	0.04%	436
2015 Q2	$141K	Sell	5,317 -579	-10%	-$15.6K	0.04%	436
2015 Q1	$167K	Sell	5,896 -583	-9%	-$16.7K	0.05%	399
2014 Q4	$167K	Hold	6,479	–	–	0.03%	486
2014 Q3	$176K	Buy	6,479 +4,851	+298%	+$127K	0.03%	484
2014 Q2	$41K	Buy	1,628 +890	+121%	+$21K	0.01%	991
2014 Q1	$17K	Sell	738 -303	-29%	-$6.19K	﹤0.01%	1304
2013 Q4	$21K	Hold	1,041	–	–	﹤0.01%	1329
2013 Q3	$20K	Hold	1,041	–	–	﹤0.01%	1280
2013 Q2	$20K	Buy	+1,041	New	+$21.5K	﹤0.01%	1209

Other funds holding IFN

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's IFN Position: Q2 2017 in Review

WFG Advisors held its Aberdeen India Fund (IFN) position steady in Q2 2017 at 1,704 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #715.

WFG Advisors first reported a position in IFN in Q2 2013 and has held it in 17 quarters since. The position peaked at $176K in Q3 2014. 73 funds tracked by Wall St. Rank hold IFN as of Q2 2017.

WFG Advisors held 1,704 shares of Aberdeen India Fund worth $46K as of Q2 2017.
WFG Advisors left its Aberdeen India Fund share count unchanged in Q2 2017.
Aberdeen India Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #715 holding.
WFG Advisors first reported a position in Aberdeen India Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Aberdeen India Fund position peaked at $176K in Q3 2014.
73 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.