BSW
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
-10,535
Closed -$40K – 501
2019
Q4 		$40K Buy
+10,535
New +$39.8K ﹤0.01% 456

Other funds holding MIN

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 10,535 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 10,535 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.