SWP
MIN

Strategic Wealth Partners’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-6,950
Closed -$26 – 353
2019
Q3 		$26 Hold
6,950
– – ﹤0.01% 354
2019
Q2 		$26K Hold
6,950
– – 0.01% 293
2019
Q1 		$26K Hold
6,950
– – 0.01% 312
2018
Q4 		$26K Hold
6,950
– – 0.01% 297
2018
Q3 		$26K Hold
6,950
– – 0.01% 297
2018
Q2 		$27K Hold
6,950
– – 0.02% 332
2018
Q1 		$27K Buy
+6,950
New +$27.7K 0.01% 311

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCIM
Chapwood Capital Investment Management Plano, Texas $99.4M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Partners's MIN Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2019, closing a stake of 6,950 shares — an estimated $26 sold.

Strategic Wealth Partners first reported a position in MIN in Q1 2018 and held it in 7 quarters. The position peaked at $27K in Q2 2018. 81 funds tracked by Wall St. Rank hold MIN as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 6,950 Aberdeen Intermediate Income Fund shares in Q4 2019, an estimated $26.
  • Strategic Wealth Partners first reported a position in Aberdeen Intermediate Income Fund in Q1 2018 and held it in 7 quarters.
  • Strategic Wealth Partners's Aberdeen Intermediate Income Fund position peaked at $27K in Q2 2018.
  • 81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.