Gary Goldberg Planning Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$19K	Hold	4,000	–	–	0.01%	300
2014 Q3	$20K	Hold	4,000	–	–	0.01%	316
2014 Q2	$21K	Hold	4,000	–	–	0.01%	293
2014 Q1	$21K	Buy	+4,000	New	+$21K	0.01%	273

Other funds holding MIN

SIA

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

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

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

FIMG

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

Gary Goldberg Planning Services's MIN Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Aberdeen Intermediate Income Fund (MIN) position steady in Q4 2014 at 4,000 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #300.

Gary Goldberg Planning Services first reported a position in MIN in Q1 2014 and has held it in 4 quarters since. The position peaked at $21K in Q2 2014. 83 funds tracked by Wall St. Rank hold MIN as of Q4 2014.

Gary Goldberg Planning Services held 4,000 shares of Aberdeen Intermediate Income Fund worth $19K as of Q4 2014.
Gary Goldberg Planning Services left its Aberdeen Intermediate Income Fund share count unchanged in Q4 2014.
Aberdeen Intermediate Income Fund made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #300 holding.
Gary Goldberg Planning Services first reported a position in Aberdeen Intermediate Income Fund in Q1 2014 and has held it in 4 quarters since.
Gary Goldberg Planning Services's Aberdeen Intermediate Income Fund position peaked at $21K in Q2 2014.
83 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.