BWM
MIN

Baystate Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Baystate 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
2018
Q3 		– Sell
-1,500
Closed -$6K – 696
2018
Q2 		$6K Buy
+1,500
New +$5.81K ﹤0.01% 427

Other funds holding MIN

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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

Baystate Wealth Management's MIN Position: Q3 2018 in Review

Baystate Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2018, closing a stake of 1,500 shares — an estimated $6K sold.

Baystate Wealth Management first reported a position in MIN in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 71 funds tracked by Wall St. Rank hold MIN as of Q3 2018.

  • Baystate Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 1,500 Aberdeen Intermediate Income Fund shares in Q3 2018, an estimated $6K.
  • Baystate Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q2 2018 and held it in 1 quarter.
  • Baystate Wealth Management's Aberdeen Intermediate Income Fund position peaked at $6K in Q2 2018.
  • 71 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2018.

Based on Baystate Wealth Management's 13F filing for Q3 2018, filed 16 Oct 2018.