Torch Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Torch Wealth 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	-9,700	Closed	-$51K	–	188
2014 Q2	$51K	Hold	9,700	–	–	0.03%	158
2014 Q1	$50K	Hold	9,700	–	–	0.04%	153
2013 Q4	$50K	Buy	+9,700	New	+$50.5K	0.04%	141

Other funds holding MIN

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Torch Wealth Management's MIN Position: Q3 2014 in Review

Torch Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2014, closing a stake of 9,700 shares — an estimated $51K sold.

Torch Wealth Management first reported a position in MIN in Q4 2013 and held it in 3 quarters. The position peaked at $51K in Q2 2014. 76 funds tracked by Wall St. Rank hold MIN as of Q3 2014.

Torch Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 9,700 Aberdeen Intermediate Income Fund shares in Q3 2014, an estimated $51K.
Torch Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's Aberdeen Intermediate Income Fund position peaked at $51K in Q2 2014.
76 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.