SFS
MIN

Sowell Financial Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-990
Closed -$4K – 1859
2021
Q1 		$4K Buy
990
+80
+9% +$300 ﹤0.01% 2674
2020
Q4 		$3K Hold
910
– – ﹤0.01% 2401
2020
Q3 		$3K Sell
910
-49
-5% -$188 ﹤0.01% 2140
2020
Q2 		$4K Buy
959
+34
+4% +$128 ﹤0.01% 1975
2020
Q1 		$3K Sell
925
-22
-2% -$82 ﹤0.01% 1993
2019
Q4 		$4K Sell
947
-548
-37% -$2.07K ﹤0.01% 1988
2019
Q3 		$6K Buy
+1,495
New +$5.71K ﹤0.01% 1697

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's MIN Position: Q2 2021 in Review

Sowell Financial Services sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2021, closing a stake of 990 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in MIN in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q3 2019. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2021.

  • Sowell Financial Services reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 990 Aberdeen Intermediate Income Fund shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Aberdeen Intermediate Income Fund in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Aberdeen Intermediate Income Fund position peaked at $6K in Q3 2019.
  • 81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.