Capstone Financial Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Capstone Financial 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
2019 Q2	–	Sell	-1,667	Closed	-$38K	–	98
2019 Q1	$38K	Hold	1,667	–	–	0.01%	91
2018 Q4	$37K	Buy	+1,667	New	+$36.9K	0.01%	84

Other funds holding MIN

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 San Francisco, California $617B AUM 30.33% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capstone Financial Advisors's MIN Position: Q2 2019 in Review

Capstone Financial Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2019, closing a stake of 1,667 shares — an estimated $38K sold.

Capstone Financial Advisors first reported a position in MIN in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q1 2019. 69 funds tracked by Wall St. Rank hold MIN as of Q2 2019.

Capstone Financial Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2019 after selling out during the quarter.
Capstone Financial Advisors sold 1,667 Aberdeen Intermediate Income Fund shares in Q2 2019, an estimated $38K.
Capstone Financial Advisors first reported a position in Aberdeen Intermediate Income Fund in Q4 2018 and held it in 2 quarters.
Capstone Financial Advisors's Aberdeen Intermediate Income Fund position peaked at $38K in Q1 2019.
69 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2019.

Based on Capstone Financial Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.