MGIA
MIN

Moneta Group Investment Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Moneta Group Investment 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
2018
Q3 		– Sell
-11,100
Closed -$43K – 313
2018
Q2 		$43K Buy
+11,100
New +$43K ﹤0.01% 316

Other funds holding MIN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Moneta Group Investment Advisors's MIN Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2018, closing a stake of 11,100 shares — an estimated $43K sold.

Moneta Group Investment Advisors first reported a position in MIN in Q2 2018 and held it in 1 quarter. The position peaked at $43K in Q2 2018. 71 funds tracked by Wall St. Rank hold MIN as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 11,100 Aberdeen Intermediate Income Fund shares in Q3 2018, an estimated $43K.
  • Moneta Group Investment Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Aberdeen Intermediate Income Fund position peaked at $43K in Q2 2018.
  • 71 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.