Shufro Rose & Co
MIN

Shufro Rose & Co’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Shufro Rose & Co’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
Q4 		– Sell
-16,865
Closed -$377K – 304
2020
Q3 		$377K Sell
16,865
-250
-1% -$5.75K 0.04% 181
2020
Q2 		$380K Hold
17,115
– – 0.04% 182
2020
Q1 		$370K Hold
17,115
– – 0.04% 173
2019
Q4 		$390K Sell
17,115
-33
-0.2% -$747 0.04% 196
2019
Q3 		$393K Sell
17,148
-434
-2% -$9.9K 0.04% 186
2019
Q2 		$407K Sell
17,582
-693
-4% -$15.7K 0.04% 187
2019
Q1 		$417K Sell
18,275
-663
-4% -$14.8K 0.04% 176
2018
Q4 		$417K Sell
18,938
-1,677
-8% -$37.1K 0.05% 172
2018
Q3 		$465K Buy
+20,615
New +$470K 0.04% 179
2018
Q2 		– Hold
0
– – – 166
2018
Q1 		– Sell
-23,358
Closed -$558K – 157
2017
Q4 		$582K Buy
+23,358
New +$587K 0.06% 149
2017
Q3 		– Sell
-23,358
Closed -$603K – 151
2017
Q2 		$605K Buy
23,358
+166
+0.7% +$4.31K 0.06% 143
2017
Q1 		$600K Buy
23,192
+1,340
+6% +$34.9K 0.06% 143
2016
Q4 		$582K Buy
+21,852
New +$577K 0.07% 146
2016
Q3 		– Hold
0
– – – 138
2016
Q2 		– Hold
0
– – – 129
2016
Q1 		– Sell
-23,968
Closed -$655K – 140
2015
Q4 		$657K Sell
23,968
-564
-2% -$15.4K 0.08% 140
2015
Q3 		$669K Hold
24,532
– – 0.08% 139
2015
Q2 		$680K Sell
24,532
-400
-2% -$11.5K 0.07% 142
2015
Q1 		$728K Buy
24,932
+250
+1% +$7.36K 0.07% 144
2014
Q4 		$707K Sell
24,682
-166
-0.7% -$4.96K 0.07% 140
2014
Q3 		$746K Buy
24,848
+66
+0.3% +$2.06K 0.08% 135
2014
Q2 		$785K Sell
24,782
-1,583
-6% -$50.5K 0.08% 135
2014
Q1 		$819K Buy
26,365
+768
+3% +$24.2K 0.09% 126
2013
Q4 		$795K Hold
25,597
– – 0.08% 128
2013
Q3 		$815K Hold
25,597
– – 0.09% 121
2013
Q2 		$883K Buy
+25,597
New +$931K 0.1% 111

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Relative Value Partners Group
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Evoke Wealth
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Shufro Rose & Co's MIN Position: Q4 2020 in Review

Shufro Rose & Co sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2020, closing a stake of 16,865 shares — an estimated $377K sold.

Shufro Rose & Co first reported a position in MIN in Q2 2013 and held it in 24 quarters. The position peaked at $883K in Q2 2013. 94 funds tracked by Wall St. Rank hold MIN as of Q4 2020.

  • Shufro Rose & Co reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Shufro Rose & Co sold 16,865 Aberdeen Intermediate Income Fund shares in Q4 2020, an estimated $377K.
  • Shufro Rose & Co first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 24 quarters.
  • Shufro Rose & Co's Aberdeen Intermediate Income Fund position peaked at $883K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2020.

Based on Shufro Rose & Co's 13F filing for Q4 2020, filed 3 Feb 2021.