BRWA
MIN

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
-10,172
Closed -$39K – 710
2018
Q3 		$39K Buy
10,172
+122
+1% +$464 ﹤0.01% 707
2018
Q2 		$39K Sell
10,050
-2,893
-22% -$11.2K 0.01% 668
2018
Q1 		$51K Sell
12,943
-80,616
-86% -$321K 0.01% 655
2017
Q4 		$389K Buy
93,559
+1,501
+2% +$6.29K 0.05% 372
2017
Q3 		$395K Sell
92,058
-2,533
-3% -$10.9K 0.07% 313
2017
Q2 		$409K Sell
94,591
-12,654
-12% -$54.7K 0.07% 291
2017
Q1 		$463K Sell
107,245
-14,336
-12% -$62.2K 0.09% 243
2016
Q4 		$540K Sell
121,581
-10,144
-8% -$44.6K 0.11% 212
2016
Q3 		$221K Sell
131,725
-4,714
-3% -$21.7K 0.04% 506
2016
Q2 		$226K Sell
136,439
-25,971
-16% -$120K 0.05% 502
2016
Q1 		$318K Sell
162,410
-15,407
-9% -$70.2K 0.07% 334
2015
Q4 		$813K Buy
177,817
+104,056
+141% +$472K 0.16% 163
2015
Q3 		$336K Buy
73,761
+56,301
+322% +$257K 0.08% 320
2015
Q2 		$81K Sell
17,460
-95,650
-85% -$458K 0.02% 505
2015
Q1 		$551K Sell
113,110
-276,572
-71% -$1.36M 0.13% 199
2014
Q4 		$10.1K Buy
389,682
+31,626
+9% +$157K 0.22% 90
2014
Q3 		$1.79M Sell
358,056
-569,736
-61% -$2.96M 0.47% 36
2014
Q2 		$2.45M Buy
927,792
+734,703
+380% +$3.9M 0.57% 24
2014
Q1 		$1M Sell
193,089
-12,388
-6% -$65.1K 0.3% 70
2013
Q4 		$1.06M Sell
205,477
-6,341
-3% -$33K 0.34% 68
2013
Q3 		$1.13M Sell
211,818
-2,868
-1% -$15.2K 0.38% 58
2013
Q2 		$1.23M Buy
+214,686
New +$1.3M 0.42% 52

Other funds holding MIN

Wells Fargo
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
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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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 10,172 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 $2.45M in Q2 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 10,172 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 $2.45M in Q2 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.