AF
MIN

Allworth Financial’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Allworth Financial’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
2017
Q2 		– Sell
-767
Closed -$3K – 796
2017
Q1 		$3K Buy
+767
New +$3.33K ﹤0.01% 608

Other funds holding MIN

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's MIN Position: Q2 2017 in Review

Allworth Financial sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2017, closing a stake of 767 shares — an estimated $3K sold.

Allworth Financial first reported a position in MIN in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 75 funds tracked by Wall St. Rank hold MIN as of Q2 2017.

  • Allworth Financial reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2017 after selling out during the quarter.
  • Allworth Financial sold 767 Aberdeen Intermediate Income Fund shares in Q2 2017, an estimated $3K.
  • Allworth Financial first reported a position in Aberdeen Intermediate Income Fund in Q1 2017 and held it in 1 quarter.
  • Allworth Financial's Aberdeen Intermediate Income Fund position peaked at $3K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2017.

Based on Allworth Financial's 13F filing for Q2 2017, filed 7 Aug 2017.