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	-165	Closed	-$4K	–	1859
2021 Q1	$4K	Buy	165 +13	+9%	+$292	﹤0.01%	2674
2020 Q4	$3K	Hold	152	–	–	﹤0.01%	2401
2020 Q3	$3K	Sell	152 -8	-5%	-$184	﹤0.01%	2140
2020 Q2	$4K	Buy	160 +6	+4%	+$136	﹤0.01%	1975
2020 Q1	$3K	Sell	154 -4	-3%	-$90	﹤0.01%	1993
2019 Q4	$4K	Sell	158 -91	-37%	-$2.06K	﹤0.01%	1988
2019 Q3	$6K	Buy	+249	New	+$5.7K	﹤0.01%	1697

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

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

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

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 165 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 165 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.