MPWT
MIN

MassMutual Private Wealth & Trust’s Aberdeen Intermediate Income Fund MIN Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-3,749
Closed -$14K – 753
2019
Q4 		$14K Buy
+3,749
New +$14.1K ﹤0.01% 570
2017
Q1 		– Sell
-3,022
Closed -$13.4K – 1049
2016
Q4 		$13.4K Buy
+3,022
New +$13.3K ﹤0.01% 453

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's MIN Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2020, closing a stake of 3,749 shares — an estimated $14K sold.

MassMutual Private Wealth & Trust first reported a position in MIN in Q4 2016 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 77 funds tracked by Wall St. Rank hold MIN as of Q1 2020.

  • MassMutual Private Wealth & Trust reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3,749 Aberdeen Intermediate Income Fund shares in Q1 2020, an estimated $14K.
  • MassMutual Private Wealth & Trust first reported a position in Aberdeen Intermediate Income Fund in Q4 2016 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Aberdeen Intermediate Income Fund position peaked at $14K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.