RPWA
MIN

Regent Peak Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-10
Closed – – 645
2020
Q4 		$0 Buy
+10
New +$38 ﹤0.01% 1099

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Regent Peak Wealth Advisors's MIN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2021, closing a stake of 10 shares.

Regent Peak Wealth Advisors first reported a position in MIN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 82 funds tracked by Wall St. Rank hold MIN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 10 Aberdeen Intermediate Income Fund shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $0 in Q4 2020.
  • 82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.