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

SeaCrest 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
2023 Q2	–	Sell	-11,280	Closed	-$31.2K	–	647
2023 Q1	$31.2K	Sell	11,280 -781	-6%	-$2.21K	﹤0.01%	623
2022 Q4	$33.3K	Hold	12,061	–	–	﹤0.01%	625
2022 Q3	$34K	Hold	12,061	–	–	0.01%	616
2022 Q2	$36K	Sell	12,061 -164	-1%	-$493	﹤0.01%	1259
2022 Q1	$39K	Hold	12,225	–	–	﹤0.01%	705
2021 Q4	$44K	Sell	12,225 -200	-2%	-$722	﹤0.01%	701
2021 Q3	$45K	Hold	12,425	–	–	0.01%	673
2021 Q2	$46K	Sell	12,425 -29	-0.2%	-$107	0.01%	689
2021 Q1	$46K	Buy	12,454 +183	+1%	+$686	0.01%	657
2020 Q4	$47K	Buy	12,271 +124	+1%	+$467	0.01%	616
2020 Q3	$45K	Sell	12,147 -60	-0.5%	-$230	0.01%	574
2020 Q2	$45K	Sell	12,207 -666	-5%	-$2.51K	0.01%	547
2020 Q1	$46K	Sell	12,873 -218	-2%	-$816	0.01%	499
2019 Q4	$50K	Hold	13,091	–	–	0.01%	551
2019 Q3	$50K	Hold	13,091	–	–	0.01%	538
2019 Q2	$51K	Hold	13,091	–	–	0.01%	507
2019 Q1	$50K	Buy	13,091 +257	+2%	+$958	0.01%	939
2018 Q4	$47K	Sell	12,834 -161	-1%	-$594	0.01%	919
2018 Q3	$49K	Hold	12,995	–	–	0.01%	1005
2018 Q2	$50K	Hold	12,995	–	–	0.01%	987
2018 Q1	$51K	Hold	12,995	–	–	0.01%	946
2017 Q4	$54K	Buy	+12,995	New	+$54.4K	0.01%	924

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

SeaCrest Wealth Management's MIN Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2023, closing a stake of 11,280 shares — an estimated $31.2K sold.

SeaCrest Wealth Management first reported a position in MIN in Q4 2017 and held it in 22 quarters. The position peaked at $54K in Q4 2017. 91 funds tracked by Wall St. Rank hold MIN as of Q2 2023.

SeaCrest Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 11,280 Aberdeen Intermediate Income Fund shares in Q2 2023, an estimated $31.2K.
SeaCrest Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2017 and held it in 22 quarters.
SeaCrest Wealth Management's Aberdeen Intermediate Income Fund position peaked at $54K in Q4 2017.
91 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.