TFS
MIN

TrustCore Financial Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

TrustCore 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
2019
Q3 		– Sell
-423
Closed -$10K – 973
2019
Q2 		$10K Hold
423
– – ﹤0.01% 630
2019
Q1 		$10K Buy
+423
New +$9.46K ﹤0.01% 566

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Invesco
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Morgan Stanley
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Bank of America
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UBS Group
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TrustCore Financial Services's MIN Position: Q3 2019 in Review

TrustCore Financial Services sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2019, closing a stake of 423 shares — an estimated $10K sold.

TrustCore Financial Services first reported a position in MIN in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 73 funds tracked by Wall St. Rank hold MIN as of Q3 2019.

  • TrustCore Financial Services reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2019 after selling out during the quarter.
  • TrustCore Financial Services sold 423 Aberdeen Intermediate Income Fund shares in Q3 2019, an estimated $10K.
  • TrustCore Financial Services first reported a position in Aberdeen Intermediate Income Fund in Q1 2019 and held it in 2 quarters.
  • TrustCore Financial Services's Aberdeen Intermediate Income Fund position peaked at $10K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2019.

Based on TrustCore Financial Services's 13F filing for Q3 2019, filed 30 Oct 2019.