AA
MIN

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

Apriem 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
2015
Q3 		– Sell
-1,200
Closed -$6K – 566
2015
Q2 		$6K Buy
+1,200
New +$5.75K ﹤0.01% 463

Other funds holding MIN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's MIN Position: Q3 2015 in Review

Apriem Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2015, closing a stake of 1,200 shares — an estimated $6K sold.

Apriem Advisors first reported a position in MIN in Q2 2015 and held it in 1 quarter. The position peaked at $6K in Q2 2015. 70 funds tracked by Wall St. Rank hold MIN as of Q3 2015.

  • Apriem Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2015 after selling out during the quarter.
  • Apriem Advisors sold 1,200 Aberdeen Intermediate Income Fund shares in Q3 2015, an estimated $6K.
  • Apriem Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2015 and held it in 1 quarter.
  • Apriem Advisors's Aberdeen Intermediate Income Fund position peaked at $6K in Q2 2015.
  • 70 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.