HWM
MIN

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

Holloway 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
2018
Q4 		– Hold
0
– – – 128
2018
Q3 		– Hold
0
– – – 91
2018
Q2 		– Hold
0
– – – 115
2018
Q1 		– Hold
0
– – – 119
2017
Q4 		– Hold
0
– – – 128
2017
Q3 		– Hold
0
– – – 111
2017
Q2 		– Hold
0
– – – 114
2017
Q1 		– Hold
0
– – – 115
2016
Q4 		– Hold
0
– – – 113

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1CP
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SIA
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KIM
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RVPG
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Invesco
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return