SCM
MIN

Sterneck Capital Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Sterneck Capital 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
2014
Q3 		– Sell
-1,683
Closed -$53K – 127
2014
Q2 		$53K Sell
1,683
-150
-8% -$4.78K 0.03% 125
2014
Q1 		$57K Hold
1,833
– – 0.03% 137
2013
Q4 		$57K Hold
1,833
– – 0.03% 140
2013
Q3 		$58K Buy
+1,833
New +$58.3K 0.04% 145

Other funds holding MIN

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UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Sterneck Capital Management's MIN Position: Q3 2014 in Review

Sterneck Capital Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2014, closing a stake of 1,683 shares — an estimated $53K sold.

Sterneck Capital Management first reported a position in MIN in Q3 2013 and held it in 4 quarters. The position peaked at $58K in Q3 2013. 76 funds tracked by Wall St. Rank hold MIN as of Q3 2014.

  • Sterneck Capital Management reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2014 after selling out during the quarter.
  • Sterneck Capital Management sold 1,683 Aberdeen Intermediate Income Fund shares in Q3 2014, an estimated $53K.
  • Sterneck Capital Management first reported a position in Aberdeen Intermediate Income Fund in Q3 2013 and held it in 4 quarters.
  • Sterneck Capital Management's Aberdeen Intermediate Income Fund position peaked at $58K in Q3 2013.
  • 76 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2014.

Based on Sterneck Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.