BOPW
MIN

Brandywine Oak Private Wealth’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-5,230
Closed -$19K – 463
2018
Q4 		$19K Buy
+5,230
New +$19.3K ﹤0.01% 453

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Brandywine Oak Private Wealth's MIN Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2019, closing a stake of 5,230 shares — an estimated $19K sold.

Brandywine Oak Private Wealth first reported a position in MIN in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 78 funds tracked by Wall St. Rank hold MIN as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 5,230 Aberdeen Intermediate Income Fund shares in Q1 2019, an estimated $19K.
  • Brandywine Oak Private Wealth first reported a position in Aberdeen Intermediate Income Fund in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Aberdeen Intermediate Income Fund position peaked at $19K in Q4 2018.
  • 78 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.