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
-2,536
Closed -$10K – 973
2019
Q2 		$10K Hold
2,536
– – ﹤0.01% 630
2019
Q1 		$10K Buy
+2,536
New +$9.45K ﹤0.01% 566

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CS
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 2,536 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. 74 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 2,536 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.
  • 74 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.