UCFA
MIN

United Capital Financial Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

United Capital Financial 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
2017
Q4 		– Sell
-16,672
Closed -$71K – 1340
2017
Q3 		$71K Hold
16,672
– – ﹤0.01% 1283
2017
Q2 		$72K Hold
16,672
– – ﹤0.01% 1253
2017
Q1 		$72K Sell
16,672
-1,800
-10% -$7.82K ﹤0.01% 1220
2016
Q4 		$82K Sell
18,472
-1,580
-8% -$6.95K ﹤0.01% 1230
2016
Q3 		$91K Sell
20,052
-1,800
-8% -$8.28K ﹤0.01% 1235
2016
Q2 		$109K Buy
21,852
+1,800
+9% +$8.3K ﹤0.01% 1216
2016
Q1 		$92K Hold
20,052
– – ﹤0.01% 1182
2015
Q4 		$92K Sell
20,052
-24,000
-54% -$109K ﹤0.01% 1176
2015
Q3 		$200K Sell
44,052
-3,174
-7% -$14.5K ﹤0.01% 1161
2015
Q2 		$218K Buy
47,226
+34,472
+270% +$165K ﹤0.01% 1160
2015
Q1 		$62K Hold
12,754
– – ﹤0.01% 1226
2014
Q4 		$61K Hold
12,754
– – ﹤0.01% 1144
2014
Q3 		$64K Buy
+12,754
New +$66.2K ﹤0.01% 1092
2014
Q2 		– Sell
-11,754
Closed -$61K – 884
2014
Q1 		$61K Buy
+11,754
New +$61.8K ﹤0.01% 918

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

United Capital Financial Advisors's MIN Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2017, closing a stake of 16,672 shares — an estimated $71K sold.

United Capital Financial Advisors first reported a position in MIN in Q1 2014 and held it in 14 quarters. The position peaked at $218K in Q2 2015. 75 funds tracked by Wall St. Rank hold MIN as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,672 Aberdeen Intermediate Income Fund shares in Q4 2017, an estimated $71K.
  • United Capital Financial Advisors first reported a position in Aberdeen Intermediate Income Fund in Q1 2014 and held it in 14 quarters.
  • United Capital Financial Advisors's Aberdeen Intermediate Income Fund position peaked at $218K in Q2 2015.
  • 75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.