RWM
MIN

RBA Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

RBA Wealth Management’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
Q2 		– Sell
-6,200
Closed -$23.1K – 194
2021
Q1 		$23.1K Buy
+6,200
New +$23.2K 0.02% 99

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Wells Fargo
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA Wealth Management's MIN Position: Q2 2021 in Review

RBA Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2021, closing a stake of 6,200 shares — an estimated $23.1K sold.

RBA Wealth Management first reported a position in MIN in Q1 2021 and held it in 1 quarter. The position peaked at $23.1K in Q1 2021. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2021.

  • RBA Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 6,200 Aberdeen Intermediate Income Fund shares in Q2 2021, an estimated $23.1K.
  • RBA Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Aberdeen Intermediate Income Fund position peaked at $23.1K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.