Arkadios Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Arkadios Wealth 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 Q4	–	Sell	-702	Closed	-$2K	–	1296
2021 Q3	$2K	Sell	702 -5,697	-89%	-$21.1K	﹤0.01%	1756
2021 Q2	$23K	Buy	6,399 +5,208	+437%	+$19.2K	﹤0.01%	1225
2021 Q1	$4K	Sell	1,191 -514	-30%	-$1.93K	﹤0.01%	1419
2020 Q4	$6K	Buy	+1,705	New	+$6.43K	﹤0.01%	1083

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PPA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkadios Wealth Advisors's MIN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2021, closing a stake of 702 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in MIN in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q2 2021. 81 funds tracked by Wall St. Rank hold MIN as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 702 Aberdeen Intermediate Income Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $23K in Q2 2021.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.