Kovitz Investment Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Kovitz Investment Group’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
2015 Q4	$1.41M	Buy	+309,490	New	+$1.4M	0.09%	65

Other funds holding MIN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RVPG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Kovitz Investment Group's MIN Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in Aberdeen Intermediate Income Fund (MIN) in Q4 2015: 309,490 shares worth $1.41M. The stake represents 0.09% of the portfolio and ranks #65 among its holdings.

73 funds tracked by Wall St. Rank hold MIN as of Q4 2015.

Kovitz Investment Group held 309,490 shares of Aberdeen Intermediate Income Fund worth $1.41M as of Q4 2015.
Aberdeen Intermediate Income Fund was a new Kovitz Investment Group position in Q4 2015.
Aberdeen Intermediate Income Fund made up 0.09% of Kovitz Investment Group's portfolio in Q4 2015, its #65 holding.
73 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.