Bartlett & Co Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Bartlett & Co Wealth Management’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 Q2	–	Sell	-725	Closed	-$2.7K	–	1086
2021 Q1	$2.7K	Hold	725	–	–	﹤0.01%	850
2020 Q4	$2.76K	Hold	725	–	–	﹤0.01%	878
2020 Q3	$2.7K	Hold	725	–	–	﹤0.01%	777
2020 Q2	$2.68K	Hold	725	–	–	﹤0.01%	775
2020 Q1	$2.61K	Hold	725	–	–	﹤0.01%	768
2019 Q4	$2.75K	Hold	725	–	–	﹤0.01%	800
2019 Q3	$2.77K	Hold	725	–	–	﹤0.01%	809
2019 Q2	$2.8K	Hold	725	–	–	﹤0.01%	655
2019 Q1	$2.75K	Hold	725	–	–	﹤0.01%	638
2018 Q4	$2.66K	Hold	725	–	–	﹤0.01%	649
2018 Q3	$2.73K	Hold	725	–	–	﹤0.01%	655
2018 Q2	$2.8K	Hold	725	–	–	﹤0.01%	661
2018 Q1	$2.85K	Buy	+725	New	+$2.89K	﹤0.01%	680

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Bartlett & Co Wealth Management's MIN Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2021, closing a stake of 725 shares — an estimated $2.7K sold.

Bartlett & Co Wealth Management first reported a position in MIN in Q1 2018 and held it in 13 quarters. The position peaked at $2.85K in Q1 2018. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2021.

Bartlett & Co Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 725 Aberdeen Intermediate Income Fund shares in Q2 2021, an estimated $2.7K.
Bartlett & Co Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q1 2018 and held it in 13 quarters.
Bartlett & Co Wealth Management's Aberdeen Intermediate Income Fund position peaked at $2.85K in Q1 2018.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.