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

Lake Point 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
2019 Q1	–	Sell	-37	Closed	-$1K	–	791
2018 Q4	$1K	Buy	+37	New	+$136	﹤0.01%	769

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

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

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

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

Lake Point Wealth Management's MIN Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2019, closing a stake of 37 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in MIN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 78 funds tracked by Wall St. Rank hold MIN as of Q1 2019.

Lake Point Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 37 Aberdeen Intermediate Income Fund shares in Q1 2019, an estimated $1K.
Lake Point Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Aberdeen Intermediate Income Fund position peaked at $1K in Q4 2018.
78 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.