JWM
MIN

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

Jeppson 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
2020
Q4 		– Sell
-6,500
Closed -$24K – 323
2020
Q3 		$24K Buy
+6,500
New +$24.9K 0.02% 314

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jeppson Wealth Management's MIN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2020, closing a stake of 6,500 shares — an estimated $24K sold.

Jeppson Wealth Management first reported a position in MIN in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 94 funds tracked by Wall St. Rank hold MIN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 6,500 Aberdeen Intermediate Income Fund shares in Q4 2020, an estimated $24K.
  • Jeppson Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Aberdeen Intermediate Income Fund position peaked at $24K in Q3 2020.
  • 94 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.