Realta Investment Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Realta Investment 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
2020 Q1	–	Sell	-167	Closed	-$4K	–	956
2019 Q4	$4K	Hold	167	–	–	﹤0.01%	1397
2019 Q3	$4K	Hold	167	–	–	﹤0.01%	1389
2019 Q2	$4K	Buy	+167	New	+$3.78K	﹤0.01%	1436

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

Realta Investment Advisors's MIN Position: Q1 2020 in Review

Realta Investment Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2020, closing a stake of 167 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in MIN in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 77 funds tracked by Wall St. Rank hold MIN as of Q1 2020.

Realta Investment Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 167 Aberdeen Intermediate Income Fund shares in Q1 2020, an estimated $4K.
Realta Investment Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2019 and held it in 3 quarters.
Realta Investment Advisors's Aberdeen Intermediate Income Fund position peaked at $4K in Q4 2019.
77 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.