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	-19,370	Closed	-$86K	–	326
2017 Q1	$86K	Hold	19,370	–	–	0.02%	474
2016 Q4	$86K	Hold	19,370	–	–	0.02%	477
2016 Q3	$88K	Hold	19,370	–	–	0.01%	757
2016 Q2	$90K	Sell	19,370 -2,819	-13%	-$13K	0.01%	651
2016 Q1	$102K	Buy	22,189 +2,819	+15%	+$12.8K	0.01%	644
2015 Q4	$88K	Hold	19,370	–	–	0.01%	655
2015 Q3	$88K	Sell	19,370 -1,350	-7%	-$6.17K	0.01%	672
2015 Q2	$95K	Hold	20,720	–	–	0.01%	673
2015 Q1	$2K	Hold	20,720	–	–	﹤0.01%	484
2014 Q4	$98K	Hold	20,720	–	–	0.02%	608
2014 Q3	$104K	Hold	20,720	–	–	0.01%	527
2014 Q2	$107K	Sell	20,720 -5,377	-21%	-$28.6K	0.01%	548
2014 Q1	$136K	Sell	26,097 -740	-3%	-$3.89K	0.02%	537
2013 Q4	$139K	Sell	26,837 -2,300	-8%	-$12K	0.02%	512
2013 Q3	$155K	Buy	29,137 +3,300	+13%	+$17.5K	0.02%	497
2013 Q2	$148K	Buy	+25,837	New	+$157K	0.02%	480

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RVPG

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 19,370 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 19,370 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.