AIM
MIN

Allen Investment Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Allen Investment Management’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
2015
Q2 		– Sell
-65,451
Closed -$319K – 228
2015
Q1 		$319K Sell
65,451
-6,508
-9% -$32K 0.02% 187
2014
Q4 		$344K Buy
+71,959
New +$358K 0.03% 175

Other funds holding MIN

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Allen Investment Management's MIN Position: Q2 2015 in Review

Allen Investment Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2015, closing a stake of 65,451 shares — an estimated $319K sold.

Allen Investment Management first reported a position in MIN in Q4 2014 and held it in 2 quarters. The position peaked at $344K in Q4 2014. 66 funds tracked by Wall St. Rank hold MIN as of Q2 2015.

  • Allen Investment Management reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2015 after selling out during the quarter.
  • Allen Investment Management sold 65,451 Aberdeen Intermediate Income Fund shares in Q2 2015, an estimated $319K.
  • Allen Investment Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2014 and held it in 2 quarters.
  • Allen Investment Management's Aberdeen Intermediate Income Fund position peaked at $344K in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2015.

Based on Allen Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.