HW
MIN

Hedeker Wealth’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Hedeker Wealth’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
2016
Q4 		– Sell
-27
Closed -$6.05K – 153
2016
Q3 		$6.05K Buy
+27
New +$124 0.31% 51
2016
Q2 		– Sell
-25,530
Closed -$117K – 127
2016
Q1 		$117K Buy
+25,530
New +$116K 0.11% 82

Other funds holding MIN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Hedeker Wealth's MIN Position: Q4 2016 in Review

Hedeker Wealth sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2016, closing a stake of 27 shares — an estimated $6.05K sold.

Hedeker Wealth first reported a position in MIN in Q1 2016 and held it in 2 quarters. The position peaked at $117K in Q1 2016. 72 funds tracked by Wall St. Rank hold MIN as of Q4 2016.

  • Hedeker Wealth reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2016 after selling out during the quarter.
  • Hedeker Wealth sold 27 Aberdeen Intermediate Income Fund shares in Q4 2016, an estimated $6.05K.
  • Hedeker Wealth first reported a position in Aberdeen Intermediate Income Fund in Q1 2016 and held it in 2 quarters.
  • Hedeker Wealth's Aberdeen Intermediate Income Fund position peaked at $117K in Q1 2016.
  • 72 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.