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	-20,599	Closed	-$78K	–	2290
2019 Q4	$78K	Buy	20,599 +17,529	+571%	+$66.1K	0.01%	1045
2019 Q3	$12K	Buy	3,070 +976	+47%	+$3.73K	﹤0.01%	1643
2019 Q2	$8K	Buy	+2,094	New	+$7.89K	﹤0.01%	1755
2016 Q4	–	Sell	-800	Closed	-$4K	–	2441
2016 Q3	$4K	Hold	800	–	–	﹤0.01%	2005
2016 Q2	$3K	Buy	+800	New	+$3.69K	﹤0.01%	1522

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 20,599 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 20,599 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.