LA
MIN

LVW Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

LVW 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
2020
Q4 		– Sell
-14,075
Closed -$52K – 208
2020
Q3 		$52K Buy
+14,075
New +$54K 0.01% 200

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LVW Advisors's MIN Position: Q4 2020 in Review

LVW Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2020, closing a stake of 14,075 shares — an estimated $52K sold.

LVW Advisors first reported a position in MIN in Q3 2020 and held it in 1 quarter. The position peaked at $52K in Q3 2020. 94 funds tracked by Wall St. Rank hold MIN as of Q4 2020.

  • LVW Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2020 after selling out during the quarter.
  • LVW Advisors sold 14,075 Aberdeen Intermediate Income Fund shares in Q4 2020, an estimated $52K.
  • LVW Advisors first reported a position in Aberdeen Intermediate Income Fund in Q3 2020 and held it in 1 quarter.
  • LVW Advisors's Aberdeen Intermediate Income Fund position peaked at $52K in Q3 2020.
  • 94 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2020.

Based on LVW Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.