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	-10,000	Closed	-$38K	–	98
2019 Q1	$38K	Hold	10,000	–	–	0.01%	91
2018 Q4	$37K	Buy	+10,000	New	+$36.9K	0.01%	84

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 10,000 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 10,000 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.