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	-1,880	Closed	-$31.2K	–	647
2023 Q1	$31.2K	Sell	1,880 -130	-6%	-$2.21K	﹤0.01%	623
2022 Q4	$33.3K	Hold	2,010	–	–	﹤0.01%	625
2022 Q3	$34K	Hold	2,010	–	–	0.01%	616
2022 Q2	$36K	Sell	2,010 -28	-1%	-$505	﹤0.01%	1259
2022 Q1	$39K	Hold	2,038	–	–	﹤0.01%	705
2021 Q4	$44K	Sell	2,038 -33	-2%	-$714	﹤0.01%	701
2021 Q3	$45K	Hold	2,071	–	–	0.01%	673
2021 Q2	$46K	Sell	2,071 -5	-0.2%	-$111	0.01%	689
2021 Q1	$46K	Buy	2,076 +31	+2%	+$697	0.01%	657
2020 Q4	$47K	Buy	2,045 +20	+1%	+$452	0.01%	616
2020 Q3	$45K	Sell	2,025 -10	-0.5%	-$230	0.01%	574
2020 Q2	$45K	Sell	2,035 -111	-5%	-$2.51K	0.01%	547
2020 Q1	$46K	Sell	2,146 -36	-2%	-$809	0.01%	499
2019 Q4	$50K	Hold	2,182	–	–	0.01%	551
2019 Q3	$50K	Hold	2,182	–	–	0.01%	538
2019 Q2	$51K	Hold	2,182	–	–	0.01%	507
2019 Q1	$50K	Buy	2,182 +43	+2%	+$962	0.01%	939
2018 Q4	$47K	Sell	2,139 -27	-1%	-$597	0.01%	919
2018 Q3	$49K	Hold	2,166	–	–	0.01%	1005
2018 Q2	$50K	Hold	2,166	–	–	0.01%	987
2018 Q1	$51K	Hold	2,166	–	–	0.01%	946
2017 Q4	$54K	Buy	+2,166	New	+$54.4K	0.01%	924

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 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 1,880 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. 92 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 1,880 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.
92 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.