B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

B. Riley 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
2018
Q4 		– Sell
-1,695
Closed -$39K – 710
2018
Q3 		$39K Buy
1,695
+20
+1% +$456 ﹤0.01% 707
2018
Q2 		$39K Sell
1,675
-482
-22% -$11.2K 0.01% 668
2018
Q1 		$51K Sell
2,157
-13,436
-86% -$321K 0.01% 655
2017
Q4 		$389K Buy
15,593
+250
+2% +$6.28K 0.05% 372
2017
Q3 		$395K Sell
15,343
-422
-3% -$10.9K 0.07% 313
2017
Q2 		$409K Sell
15,765
-2,109
-12% -$54.7K 0.07% 291
2017
Q1 		$463K Sell
17,874
-2,390
-12% -$62.3K 0.09% 243
2016
Q4 		$540K Sell
20,264
-1,690
-8% -$44.6K 0.11% 212
2016
Q3 		$221K Sell
21,954
-786
-3% -$21.7K 0.04% 506
2016
Q2 		$226K Sell
22,740
-4,328
-16% -$120K 0.05% 502
2016
Q1 		$318K Sell
27,068
-2,568
-9% -$70.2K 0.07% 334
2015
Q4 		$813K Buy
29,636
+17,342
+141% +$472K 0.16% 163
2015
Q3 		$336K Buy
12,294
+9,384
+322% +$258K 0.08% 320
2015
Q2 		$81K Sell
2,910
-15,942
-85% -$458K 0.02% 505
2015
Q1 		$551K Sell
18,852
-46,095
-71% -$1.36M 0.13% 199
2014
Q4 		$10.1M Buy
64,947
+5,271
+9% +$157K 0.22% 90
2014
Q3 		$1.79M Sell
59,676
-94,956
-61% -$2.96M 0.47% 36
2014
Q2 		$2.45M Buy
154,632
+122,450
+380% +$3.9M 0.57% 24
2014
Q1 		$1M Sell
32,182
-2,064
-6% -$65.1K 0.3% 70
2013
Q4 		$1.06M Sell
34,246
-1,057
-3% -$33K 0.34% 68
2013
Q3 		$1.12M Sell
35,303
-478
-1% -$15.2K 0.38% 58
2013
Q2 		$1.23M Buy
+35,781
New +$1.3M 0.42% 52

Other funds holding MIN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Relative Value Partners Group
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

B. Riley Wealth Advisors's MIN Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2018, closing a stake of 1,695 shares — an estimated $39K sold.

B. Riley Wealth Advisors first reported a position in MIN in Q2 2013 and held it in 22 quarters. The position peaked at $10.1M in Q4 2014. 75 funds tracked by Wall St. Rank hold MIN as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,695 Aberdeen Intermediate Income Fund shares in Q4 2018, an estimated $39K.
  • B. Riley Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $10.1M in Q4 2014.
  • 75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.