WC
IFN

Whitney & Co’s Aberdeen India Fund IFN Stock Holding History

Whitney & Co’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
2018
Q3 		– Sell
-150
Closed -$4K – 543
2018
Q2 		$4K Sell
150
-400
-73% -$9.91K ﹤0.01% 276
2018
Q1 		$14K Buy
+550
New +$14.4K ﹤0.01% 228

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Whitney & Co's IFN Position: Q3 2018 in Review

Whitney & Co sold out of Aberdeen India Fund (IFN) in Q3 2018, closing a stake of 150 shares — an estimated $4K sold.

Whitney & Co first reported a position in IFN in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 85 funds tracked by Wall St. Rank hold IFN as of Q3 2018.

  • Whitney & Co reported no remaining Aberdeen India Fund position as of Q3 2018 after selling out during the quarter.
  • Whitney & Co sold 150 Aberdeen India Fund shares in Q3 2018, an estimated $4K.
  • Whitney & Co first reported a position in Aberdeen India Fund in Q1 2018 and held it in 2 quarters.
  • Whitney & Co's Aberdeen India Fund position peaked at $14K in Q1 2018.
  • 85 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2018.

Based on Whitney & Co's 13F filing for Q3 2018, filed 13 Nov 2018.