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

Next Financial 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
2020 Q1	–	Sell	-3,433	Closed	-$78K	–	2290
2019 Q4	$78K	Buy	3,433 +2,921	+571%	+$66.1K	0.01%	1045
2019 Q3	$12K	Buy	512 +163	+47%	+$3.73K	﹤0.01%	1643
2019 Q2	$8K	Buy	+349	New	+$7.89K	﹤0.01%	1755
2016 Q4	–	Sell	-133	Closed	-$4K	–	2441
2016 Q3	$4K	Hold	133	–	–	﹤0.01%	2005
2016 Q2	$3K	Buy	+133	New	+$3.68K	﹤0.01%	1522

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Next Financial Group's MIN Position: Q1 2020 in Review

Next Financial Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2020, closing a stake of 3,433 shares — an estimated $78K sold.

Next Financial Group first reported a position in MIN in Q2 2016 and held it in 5 quarters. The position peaked at $78K in Q4 2019. 77 funds tracked by Wall St. Rank hold MIN as of Q1 2020.

Next Financial Group reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 3,433 Aberdeen Intermediate Income Fund shares in Q1 2020, an estimated $78K.
Next Financial Group first reported a position in Aberdeen Intermediate Income Fund in Q2 2016 and held it in 5 quarters.
Next Financial Group's Aberdeen Intermediate Income Fund position peaked at $78K in Q4 2019.
77 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.