NBT Bank’s Aberdeen Intermediate Income Fund MIN Stock Holding History

NBT Bank’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	-17,000	Closed	-$63K	–	233
2020 Q3	$63K	Buy	+17,000	New	+$65.2K	0.01%	219

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

NBT Bank's MIN Position: Q4 2020 in Review

NBT Bank sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2020, closing a stake of 17,000 shares — an estimated $63K sold.

NBT Bank first reported a position in MIN in Q3 2020 and held it in 1 quarter. The position peaked at $63K in Q3 2020. 94 funds tracked by Wall St. Rank hold MIN as of Q4 2020.

NBT Bank reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2020 after selling out during the quarter.
NBT Bank sold 17,000 Aberdeen Intermediate Income Fund shares in Q4 2020, an estimated $63K.
NBT Bank first reported a position in Aberdeen Intermediate Income Fund in Q3 2020 and held it in 1 quarter.
NBT Bank's Aberdeen Intermediate Income Fund position peaked at $63K in Q3 2020.
94 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2020.

Based on NBT Bank's 13F filing for Q4 2020, filed 15 Jan 2021.