TRUE Private Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

TRUE Private Wealth Advisors’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
2020 Q1	–	Sell	-1,026	Closed	-$3K	–	763
2019 Q4	$3K	Buy	+1,026	New	+$3.87K	﹤0.01%	719

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TRUE Private Wealth Advisors's MIN Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2020, closing a stake of 1,026 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in MIN in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 77 funds tracked by Wall St. Rank hold MIN as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,026 Aberdeen Intermediate Income Fund shares in Q1 2020, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q4 2019 and held it in 1 quarter.
TRUE Private Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $3K in Q4 2019.
77 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.