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
-250
Closed -$6K – 696
2018
Q2 		$6K Buy
+250
New +$5.81K ﹤0.01% 427

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Kovitz Investment Group Partners
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Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 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 250 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. 70 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 250 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.
  • 70 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.