Advocacy Wealth Management Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Advocacy Wealth Management Services’s Portfolio MIN Stock Details MIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-957	Closed	-$4K	–	354
2016 Q3	$4K	Sell	957 -14,481	-94%	-$66.6K	﹤0.01%	333
2016 Q2	$21K	Buy	15,438 +5,623	+57%	+$25.9K	0.01%	234
2016 Q1	$45K	Buy	+9,815	New	+$44.7K	0.03%	193

Other funds holding MIN

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Advocacy Wealth Management Services's MIN Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2016, closing a stake of 957 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in MIN in Q1 2016 and held it in 3 quarters. The position peaked at $45K in Q1 2016. 72 funds tracked by Wall St. Rank hold MIN as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 957 Aberdeen Intermediate Income Fund shares in Q4 2016, an estimated $4K.
Advocacy Wealth Management Services first reported a position in Aberdeen Intermediate Income Fund in Q1 2016 and held it in 3 quarters.
Advocacy Wealth Management Services's Aberdeen Intermediate Income Fund position peaked at $45K in Q1 2016.
72 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.