Mid Atlantic Financial Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$977K	Buy	270,012 +86,600	+47%	+$320K	0.07%	262
2021 Q2	$686K	Buy	183,412 +70,112	+62%	+$259K	0.05%	365
2021 Q1	$421K	Buy	113,300 +59,400	+110%	+$223K	0.03%	490
2020 Q4	$205K	Buy	53,900 +20,500	+61%	+$77.3K	0.02%	712
2020 Q3	$125K	Sell	33,400 -9,005	-21%	-$34.5K	0.01%	707
2020 Q2	$157K	Sell	42,405 -85,300	-67%	-$321K	0.02%	665
2020 Q1	$460K	Sell	127,705 -41,495	-25%	-$155K	0.05%	322
2019 Q4	$643K	Buy	169,200 +41,800	+33%	+$158K	0.06%	320
2019 Q3	$487K	Buy	127,400 +31,400	+33%	+$120K	0.05%	362
2019 Q2	$371K	Buy	96,000 +27,400	+40%	+$103K	0.04%	453
2019 Q1	$261K	Buy	68,600 +41,000	+149%	+$153K	0.03%	553
2018 Q4	$101K	Buy	+27,600	New	+$102K	0.01%	644

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's MIN Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Aberdeen Intermediate Income Fund (MIN) stake by 47% in Q3 2021, buying an estimated $320K and bringing the position to 270,012 shares worth $977K. The position accounts for 0.07% of the portfolio, ranked #262.

Mid Atlantic Financial Management first reported a position in MIN in Q4 2018 and has held it in 12 quarters since. 81 funds tracked by Wall St. Rank hold MIN as of Q3 2021.

Mid Atlantic Financial Management held 270,012 shares of Aberdeen Intermediate Income Fund worth $977K as of Q3 2021.
Mid Atlantic Financial Management bought 86,600 Aberdeen Intermediate Income Fund shares in Q3 2021, an estimated $320K.
Aberdeen Intermediate Income Fund made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #262 holding.
Mid Atlantic Financial Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2018 and has held it in 12 quarters since.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.