Benchmark Capital Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Benchmark Capital 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	$218K	Sell	59,300 -1,000	-2%	-$3.69K	0.22%	94
2018 Q3	$227K	Hold	60,300	–	–	0.17%	109
2018 Q2	$233K	Sell	60,300 -4,000	-6%	-$15.5K	0.18%	110
2018 Q1	$253K	Hold	64,300	–	–	0.2%	105
2017 Q4	$267K	Sell	64,300 -2,000	-3%	-$8.38K	0.21%	101
2017 Q3	$284K	Sell	66,300 -6,000	-8%	-$25.8K	0.22%	102
2017 Q2	$312K	Buy	72,300 +2,500	+4%	+$10.8K	0.25%	94
2017 Q1	$301K	Buy	69,800 +1,500	+2%	+$6.51K	0.24%	86
2016 Q4	$303K	Hold	68,300	–	–	0.25%	84
2016 Q3	$309K	Sell	68,300 -1,000	-1%	-$4.6K	0.23%	89
2016 Q2	$322K	Sell	69,300 -600	-0.9%	-$2.77K	0.26%	85
2016 Q1	$322K	Sell	69,900 -3,000	-4%	-$13.7K	0.28%	82
2015 Q4	$333K	Hold	72,900	–	–	0.28%	75
2015 Q3	$332K	Hold	72,900	–	–	0.27%	78
2015 Q2	$337K	Sell	72,900 -4,500	-6%	-$21.5K	0.24%	80
2015 Q1	$377K	Hold	77,400	–	–	0.25%	85
2014 Q4	$370K	Sell	77,400 -5,500	-7%	-$27.4K	0.25%	85
2014 Q3	$415K	Sell	82,900 -7,800	-9%	-$40.5K	0.29%	87
2014 Q2	$479K	Buy	90,700 +2,000	+2%	+$10.6K	0.3%	83
2014 Q1	$459K	Sell	88,700 -550	-0.6%	-$2.89K	0.32%	84
2013 Q4	$462K	Sell	89,250 -7,500	-8%	-$39.1K	0.32%	81
2013 Q3	$514K	Sell	96,750 -3,800	-4%	-$20.1K	0.37%	81
2013 Q2	$578K	Buy	+100,550	New	+$610K	0.45%	74

Other funds holding MIN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Benchmark Capital Advisors's MIN Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its Aberdeen Intermediate Income Fund (MIN) stake by 1.7% in Q4 2018, selling an estimated $3.69K and leaving 59,300 shares worth $218K. The position accounts for 0.22% of the portfolio, ranked #94.

Benchmark Capital Advisors first reported a position in MIN in Q2 2013 and has held it in 23 quarters since. The position peaked at $578K in Q2 2013. 75 funds tracked by Wall St. Rank hold MIN as of Q4 2018.

Benchmark Capital Advisors held 59,300 shares of Aberdeen Intermediate Income Fund worth $218K as of Q4 2018.
Benchmark Capital Advisors sold 1,000 Aberdeen Intermediate Income Fund shares in Q4 2018, an estimated $3.69K.
Aberdeen Intermediate Income Fund made up 0.22% of Benchmark Capital Advisors's portfolio in Q4 2018, its #94 holding.
Benchmark Capital Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and has held it in 23 quarters since.
Benchmark Capital Advisors's Aberdeen Intermediate Income Fund position peaked at $578K in Q2 2013.
75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.