HWM
MIN

HighMark Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

HighMark Wealth Management’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
2022
Q4 		– Sell
-100
Closed – – 557
2022
Q3 		$0 Buy
+100
New +$292 ﹤0.01% 543

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

HighMark Wealth Management's MIN Position: Q4 2022 in Review

HighMark Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2022, closing a stake of 100 shares.

HighMark Wealth Management first reported a position in MIN in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 91 funds tracked by Wall St. Rank hold MIN as of Q4 2022.

  • HighMark Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 100 Aberdeen Intermediate Income Fund shares in Q4 2022.
  • HighMark Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q3 2022 and held it in 1 quarter.
  • HighMark Wealth Management's Aberdeen Intermediate Income Fund position peaked at $0 in Q3 2022.
  • 91 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2022.

Based on HighMark Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.