PMFA
MIN

Plante Moran Financial Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Plante Moran Financial 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
-2,000
Closed -$8K – 819
2018
Q2 		$8K Buy
+2,000
New +$7.75K ﹤0.01% 570

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

Plante Moran Financial Advisors's MIN Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2018, closing a stake of 2,000 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in MIN in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 71 funds tracked by Wall St. Rank hold MIN as of Q3 2018.

  • Plante Moran Financial Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,000 Aberdeen Intermediate Income Fund shares in Q3 2018, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Aberdeen Intermediate Income Fund position peaked at $8K in Q2 2018.
  • 71 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.