Concert Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-3,228	Closed	-$86K	–	326
2017 Q1	$86K	Hold	3,228	–	–	0.02%	474
2016 Q4	$86K	Hold	3,228	–	–	0.02%	477
2016 Q3	$88K	Hold	3,228	–	–	0.01%	757
2016 Q2	$90K	Sell	3,228 -470	-13%	-$13K	0.01%	651
2016 Q1	$102K	Buy	3,698 +470	+15%	+$12.8K	0.01%	644
2015 Q4	$88K	Hold	3,228	–	–	0.01%	655
2015 Q3	$88K	Sell	3,228 -225	-7%	-$6.17K	0.01%	672
2015 Q2	$95K	Hold	3,453	–	–	0.01%	673
2015 Q1	$2K	Hold	3,453	–	–	﹤0.01%	484
2014 Q4	$98K	Hold	3,453	–	–	0.02%	608
2014 Q3	$104K	Hold	3,453	–	–	0.01%	527
2014 Q2	$107K	Sell	3,453 -897	-21%	-$28.6K	0.01%	548
2014 Q1	$136K	Sell	4,350 -123	-3%	-$3.88K	0.02%	537
2013 Q4	$139K	Sell	4,473 -383	-8%	-$12K	0.02%	512
2013 Q3	$155K	Buy	4,856 +550	+13%	+$17.5K	0.02%	497
2013 Q2	$148K	Buy	+4,306	New	+$157K	0.02%	480

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RVPG

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

Concert Wealth Management's MIN Position: Q2 2017 in Review

Concert Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2017, closing a stake of 3,228 shares — an estimated $86K sold.

Concert Wealth Management first reported a position in MIN in Q2 2013 and held it in 16 quarters. The position peaked at $155K in Q3 2013. 75 funds tracked by Wall St. Rank hold MIN as of Q2 2017.

Concert Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 3,228 Aberdeen Intermediate Income Fund shares in Q2 2017, an estimated $86K.
Concert Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's Aberdeen Intermediate Income Fund position peaked at $155K in Q3 2013.
75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.