Global Wealth Management Investment Advisory’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-757	Closed	-$3K	–	550
2020 Q2	$3K	Buy	757 +17	+2%	+$64	﹤0.01%	482
2020 Q1	$3K	Buy	740 +16	+2%	+$60	﹤0.01%	477
2019 Q4	$3K	Buy	724 +16	+2%	+$60	﹤0.01%	484
2019 Q3	$3K	Buy	708 +16	+2%	+$61	﹤0.01%	464
2019 Q2	$3K	Buy	692 +16	+2%	+$60	﹤0.01%	505
2019 Q1	$3K	Buy	676 +15	+2%	+$56	﹤0.01%	497
2018 Q4	$2K	Buy	+661	New	+$2.44K	﹤0.01%	593

Other funds holding MIN

SIA

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

1CP

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Global Wealth Management Investment Advisory's MIN Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2020, closing a stake of 757 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in MIN in Q4 2018 and held it in 7 quarters. The position peaked at $3K in Q2 2020. 90 funds tracked by Wall St. Rank hold MIN as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 757 Aberdeen Intermediate Income Fund shares in Q3 2020, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Aberdeen Intermediate Income Fund in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Aberdeen Intermediate Income Fund position peaked at $3K in Q2 2020.
90 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.