LWM
MIN

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

Liberty 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
Q2 		– Sell
-1,171
Closed -$4K – 935
2020
Q1 		$4K Buy
+1,171
New +$4.39K ﹤0.01% 631

Other funds holding MIN

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's MIN Position: Q2 2020 in Review

Liberty Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2020, closing a stake of 1,171 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in MIN in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 80 funds tracked by Wall St. Rank hold MIN as of Q2 2020.

  • Liberty Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 1,171 Aberdeen Intermediate Income Fund shares in Q2 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Aberdeen Intermediate Income Fund position peaked at $4K in Q1 2020.
  • 80 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.