CFRPA
MIN

Castle Financial & Retirement Planning Associates’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Castle Financial & Retirement Planning 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
2021
Q4 		$5K Buy
+1,500
New +$5.41K 0.02% 134

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's MIN Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Aberdeen Intermediate Income Fund (MIN) in Q4 2021: 1,500 shares worth $5K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings.

81 funds tracked by Wall St. Rank hold MIN as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 1,500 shares of Aberdeen Intermediate Income Fund worth $5K as of Q4 2021.
  • Aberdeen Intermediate Income Fund was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Aberdeen Intermediate Income Fund made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #134 holding.
  • 81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.