Newbridge Financial Services Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Newbridge Financial Services Group’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	–	Sell	-20,661	Closed	-$77K	–	1523
2021 Q2	$77K	Buy	20,661 +1,509	+8%	+$5.58K	0.05%	331
2021 Q1	$71K	Sell	19,152 -13,923	-42%	-$52.2K	0.05%	321
2020 Q4	$126K	Buy	33,075 +101	+0.3%	+$381	0.1%	193
2020 Q3	$123K	Buy	+32,974	New	+$126K	0.12%	173

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

Newbridge Financial Services Group's MIN Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2021, closing a stake of 20,661 shares — an estimated $77K sold.

Newbridge Financial Services Group first reported a position in MIN in Q3 2020 and held it in 4 quarters. The position peaked at $126K in Q4 2020. 81 funds tracked by Wall St. Rank hold MIN as of Q3 2021.

Newbridge Financial Services Group reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 20,661 Aberdeen Intermediate Income Fund shares in Q3 2021, an estimated $77K.
Newbridge Financial Services Group first reported a position in Aberdeen Intermediate Income Fund in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's Aberdeen Intermediate Income Fund position peaked at $126K in Q4 2020.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.