Doliver Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Doliver 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
2018 Q3	–	Sell	-3,202	Closed	-$74K	–	260
2018 Q2	$74K	Sell	3,202 -3,184	-50%	-$74K	0.03%	306
2018 Q1	$151K	Buy	6,386 +1,604	+34%	+$38.3K	0.07%	277
2017 Q4	$119K	Sell	4,782 -719	-13%	-$18.1K	0.05%	282
2017 Q3	$141K	Sell	5,501 -14,870	-73%	-$384K	0.06%	236
2017 Q2	$528K	Sell	20,371 -658	-3%	-$17.1K	0.26%	86
2017 Q1	$544K	Buy	21,029 +8,254	+65%	+$215K	0.43%	73
2016 Q4	$340K	Buy	12,775 +2,837	+29%	+$74.9K	0.29%	115
2016 Q3	$270K	Buy	+9,938	New	+$274K	0.23%	119
2015 Q3	–	Sell	-21,832	Closed	-$605K	–	237
2015 Q2	$605K	Buy	21,832 +18,352	+527%	+$527K	0.4%	85
2015 Q1	$102K	Sell	3,480 -13,841	-80%	-$408K	0.07%	245
2014 Q4	$496K	Buy	17,321 +7,968	+85%	+$238K	0.35%	93
2014 Q3	$281K	Buy	+9,353	New	+$291K	0.19%	197
2013 Q4	–	Sell	-17,102	Closed	-$545K	–	311
2013 Q3	$545K	Sell	17,102 -29,136	-63%	-$926K	0.33%	113
2013 Q2	$1.89M	Buy	+46,238	New	+$1.68M	1.11%	4

Other funds holding MIN

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

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

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Doliver Advisors's MIN Position: Q3 2018 in Review

Doliver Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2018, closing a stake of 3,202 shares — an estimated $74K sold.

Doliver Advisors first reported a position in MIN in Q2 2013 and held it in 14 quarters. The position peaked at $1.89M in Q2 2013. 70 funds tracked by Wall St. Rank hold MIN as of Q3 2018.

Doliver Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 3,202 Aberdeen Intermediate Income Fund shares in Q3 2018, an estimated $74K.
Doliver Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 14 quarters.
Doliver Advisors's Aberdeen Intermediate Income Fund position peaked at $1.89M in Q2 2013.
70 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.