WA
IIF

WFG Advisors’s Morgan Stanley India Investment Fund IIF Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-60
Closed -$1K – 2097
2013
Q4 		$1K Hold
60
– – ﹤0.01% 2091
2013
Q3 		$1K Hold
60
– – ﹤0.01% 2038
2013
Q2 		$1K Buy
+60
New +$1.02K ﹤0.01% 1954

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WFG Advisors's IIF Position: Q1 2014 in Review

WFG Advisors sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2014, closing a stake of 60 shares — an estimated $1K sold.

WFG Advisors first reported a position in IIF in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 46 funds tracked by Wall St. Rank hold IIF as of Q1 2014.

  • WFG Advisors reported no remaining Morgan Stanley India Investment Fund position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 60 Morgan Stanley India Investment Fund shares in Q1 2014, an estimated $1K.
  • WFG Advisors first reported a position in Morgan Stanley India Investment Fund in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Morgan Stanley India Investment Fund position peaked at $1K in Q4 2013.
  • 46 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.