HBW
MIN

Hazlett, Burt & Watson’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Hazlett, Burt & Watson’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
2023
Q3 		– Sell
-6,000
Closed -$16K – 732
2023
Q2 		$16K Hold
6,000
– – 0.01% 433
2023
Q1 		$17K Hold
6,000
– – 0.01% 408
2022
Q4 		$17K Hold
6,000
– – 0.01% 405
2022
Q3 		$17K Hold
6,000
– – 0.02% 395
2022
Q2 		$18K Hold
6,000
– – 0.02% 393
2022
Q1 		$19K Buy
+6,000
New +$19.8K 0.02% 407

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Hazlett, Burt & Watson's MIN Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2023, closing a stake of 6,000 shares — an estimated $16K sold.

Hazlett, Burt & Watson first reported a position in MIN in Q1 2022 and held it in 6 quarters. The position peaked at $19K in Q1 2022. 91 funds tracked by Wall St. Rank hold MIN as of Q3 2023.

  • Hazlett, Burt & Watson reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 6,000 Aberdeen Intermediate Income Fund shares in Q3 2023, an estimated $16K.
  • Hazlett, Burt & Watson first reported a position in Aberdeen Intermediate Income Fund in Q1 2022 and held it in 6 quarters.
  • Hazlett, Burt & Watson's Aberdeen Intermediate Income Fund position peaked at $19K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.