WEC
IIF

Winslow Evans & Crocker’s Morgan Stanley India Investment Fund IIF Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$14K Buy
+663
New +$12.6K ﹤0.01% 873
2014
Q1 		– Sell
-1,189
Closed -$21K – 1338
2013
Q4 		$21K Buy
+1,189
New +$20K 0.01% 687

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winslow Evans & Crocker's IIF Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Morgan Stanley India Investment Fund (IIF) in Q4 2020: 663 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IIF as recently as Q4 2013.

Winslow Evans & Crocker first reported a position in IIF in Q4 2013 and has held it in 2 quarters since. The position peaked at $21K in Q4 2013. 38 funds tracked by Wall St. Rank hold IIF as of Q4 2020.

  • Winslow Evans & Crocker held 663 shares of Morgan Stanley India Investment Fund worth $14K as of Q4 2020.
  • Morgan Stanley India Investment Fund was a new Winslow Evans & Crocker position in Q4 2020.
  • Morgan Stanley India Investment Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #873 holding.
  • Winslow Evans & Crocker first reported a position in Morgan Stanley India Investment Fund in Q4 2013 and has held it in 2 quarters since.
  • Winslow Evans & Crocker's Morgan Stanley India Investment Fund position peaked at $21K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.