LWCFA
MIN

Loring Wolcott & Coolidge Fiduciary Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2013
Q3 		– Sell
-216
Closed -$1K – 561
2013
Q2 		$1K Buy
+216
New +$1.31K ﹤0.01% 592

Other funds holding MIN

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MIN Position: Q3 2013 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2013, closing a stake of 216 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MIN in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 73 funds tracked by Wall St. Rank hold MIN as of Q3 2013.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2013 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 216 Aberdeen Intermediate Income Fund shares in Q3 2013, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Aberdeen Intermediate Income Fund position peaked at $1K in Q2 2013.
  • 73 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2013.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.