Ancora Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Ancora Advisors’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
2021 Q1	–	Sell	-63,000	Closed	-$240K	–	1796
2020 Q4	$240K	Sell	63,000 -3,400	-5%	-$12.8K	0.01%	593
2020 Q3	$248K	Sell	66,400 -2,100	-3%	-$8.05K	0.01%	573
2020 Q2	$253K	Buy	68,500 +10,000	+17%	+$37.7K	0.01%	555
2020 Q1	$211K	Sell	58,500 -2,500	-4%	-$9.36K	0.01%	640
2019 Q4	$231K	Sell	61,000 -72,417	-54%	-$273K	0.01%	629
2019 Q3	$510K	Buy	133,417 +122,417	+1,113%	+$467K	0.02%	458
2019 Q2	$43K	Sell	11,000 -465,000	-98%	-$1.75M	﹤0.01%	578
2019 Q1	$1.81M	Sell	476,000 -82	-0%	-$306	0.08%	230
2018 Q4	$1.75M	Sell	476,082 -103,893	-18%	-$383K	0.08%	228
2018 Q3	$2.18M	Sell	579,975 -15,000	-3%	-$57K	0.08%	234
2018 Q2	$2.3M	Sell	594,975 -72,735	-11%	-$282K	0.1%	220
2018 Q1	$2.62M	Buy	667,710 +32,735	+5%	+$130K	0.12%	207
2017 Q4	$2.63M	Buy	634,975 +162,000	+34%	+$679K	0.14%	185
2017 Q3	$2.02M	Buy	472,975 +44,200	+10%	+$190K	0.12%	211
2017 Q2	$1.85M	Sell	428,775 -49,200	-10%	-$213K	0.12%	208
2017 Q1	$2.06M	Buy	477,975 +36,821	+8%	+$160K	0.14%	192
2016 Q4	$1.96M	Sell	441,154 -6,821	-2%	-$30K	0.14%	188
2016 Q3	$2.03M	Buy	447,975 +43,000	+11%	+$198K	0.21%	137
2016 Q2	$1.88M	Hold	404,975	–	–	0.22%	130
2016 Q1	$1.87M	Hold	404,975	–	–	0.23%	118
2015 Q4	$1.85M	Hold	404,975	–	–	0.24%	115
2015 Q3	$1.84M	Sell	404,975 -40,000	-9%	-$183K	0.24%	115
2015 Q2	$2.06M	Buy	+444,975	New	+$2.13M	0.24%	117
2015 Q1	–	Sell	-496,975	Closed	-$2.44M	–	124
2014 Q4	$2.38M	Buy	496,975 +7,000	+1%	+$34.9K	0.29%	93
2014 Q3	$2.46M	Buy	489,975 +285,980	+140%	+$1.48M	0.31%	94
2014 Q2	$1.08M	Sell	203,995 -142,000	-41%	-$755K	0.14%	188
2014 Q1	$1.79M	Sell	345,995 -161,077	-32%	-$847K	0.25%	111
2013 Q4	$2.63M	Sell	507,072 -26,025	-5%	-$136K	0.4%	74
2013 Q3	$2.83M	Buy	533,097 +207,077	+64%	+$1.1M	0.49%	52
2013 Q2	$1.88M	Buy	+326,020	New	+$1.98M	0.32%	78

Other funds holding MIN

SIA

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RVPG

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Ancora Advisors's MIN Position: Q1 2021 in Review

Ancora Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2021, closing a stake of 63,000 shares — an estimated $240K sold.

Ancora Advisors first reported a position in MIN in Q2 2013 and held it in 30 quarters. The position peaked at $2.83M in Q3 2013. 82 funds tracked by Wall St. Rank hold MIN as of Q1 2021.

Ancora Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2021 after selling out during the quarter.
Ancora Advisors sold 63,000 Aberdeen Intermediate Income Fund shares in Q1 2021, an estimated $240K.
Ancora Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 30 quarters.
Ancora Advisors's Aberdeen Intermediate Income Fund position peaked at $2.83M in Q3 2013.
82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2021.

Based on Ancora Advisors's 13F filing for Q1 2021, filed 14 May 2021.