Financial Architects (New Jersey)’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Financial Architects (New Jersey)’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
2015 Q2	–	Sell	-667	Closed	-$19K	–	1239
2015 Q1	$19K	Buy	+667	New	+$19.6K	0.01%	586
2013 Q3	–	Sell	-138	Closed	-$5K	–	761
2013 Q2	$5K	Buy	+138	New	+$5.02K	﹤0.01%	557

Other funds holding MIN

RVPG

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

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

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

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

Financial Architects (New Jersey)'s MIN Position: Q2 2015 in Review

Financial Architects (New Jersey) sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2015, closing a stake of 667 shares — an estimated $19K sold.

Financial Architects (New Jersey) first reported a position in MIN in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q1 2015. 66 funds tracked by Wall St. Rank hold MIN as of Q2 2015.

Financial Architects (New Jersey) reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2015 after selling out during the quarter.
Financial Architects (New Jersey) sold 667 Aberdeen Intermediate Income Fund shares in Q2 2015, an estimated $19K.
Financial Architects (New Jersey) first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 2 quarters.
Financial Architects (New Jersey)'s Aberdeen Intermediate Income Fund position peaked at $19K in Q1 2015.
66 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2015, filed 5 Aug 2015.