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

Institute for 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 Q1	–	Sell	-19,225	Closed	-$81K	–	348
2017 Q4	$81K	Buy	+19,225	New	+$80.5K	0.02%	376
2017 Q3	–	Sell	-19,370	Closed	-$83K	–	336
2017 Q2	$83K	Buy	+19,370	New	+$83.8K	0.02%	403

Other funds holding MIN

SIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Institute for Wealth Management's MIN Position: Q1 2018 in Review

Institute for Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2018, closing a stake of 19,225 shares — an estimated $81K sold.

Institute for Wealth Management first reported a position in MIN in Q2 2017 and held it in 2 quarters. The position peaked at $83K in Q2 2017. 75 funds tracked by Wall St. Rank hold MIN as of Q1 2018.

Institute for Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2018 after selling out during the quarter.
Institute for Wealth Management sold 19,225 Aberdeen Intermediate Income Fund shares in Q1 2018, an estimated $81K.
Institute for Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q2 2017 and held it in 2 quarters.
Institute for Wealth Management's Aberdeen Intermediate Income Fund position peaked at $83K in Q2 2017.
75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.