CA
MIN

Calton & Associates’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Calton & Associates’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
Q1 		– Sell
-2,066
Closed -$8K – 913
2017
Q4 		$8K Buy
+2,066
New +$8.65K ﹤0.01% 1130

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Calton & Associates's MIN Position: Q1 2018 in Review

Calton & Associates sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2018, closing a stake of 2,066 shares — an estimated $8K sold.

Calton & Associates first reported a position in MIN in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 75 funds tracked by Wall St. Rank hold MIN as of Q1 2018.

  • Calton & Associates reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,066 Aberdeen Intermediate Income Fund shares in Q1 2018, an estimated $8K.
  • Calton & Associates first reported a position in Aberdeen Intermediate Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Aberdeen Intermediate Income Fund position peaked at $8K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.