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
-1,083
Closed -$24K – 323
2020
Q3 		$24K Buy
+1,083
New +$24.9K 0.02% 314

Other funds holding MIN

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Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 1,083 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 1,083 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.