Buckingham Strategic Wealth
MIN

Buckingham Strategic Wealth’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Buckingham Strategic 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
2020
Q1 		– Sell
-1,756
Closed -$40K – 501
2019
Q4 		$40K Buy
+1,756
New +$39.8K ﹤0.01% 456

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Karpus Investment Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Buckingham Strategic Wealth's MIN Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2020, closing a stake of 1,756 shares — an estimated $40K sold.

Buckingham Strategic Wealth first reported a position in MIN in Q4 2019 and held it in 1 quarter. The position peaked at $40K in Q4 2019. 77 funds tracked by Wall St. Rank hold MIN as of Q1 2020.

  • Buckingham Strategic Wealth reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,756 Aberdeen Intermediate Income Fund shares in Q1 2020, an estimated $40K.
  • Buckingham Strategic Wealth first reported a position in Aberdeen Intermediate Income Fund in Q4 2019 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Aberdeen Intermediate Income Fund position peaked at $40K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.