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	-2,779	Closed	-$71K	–	1340
2017 Q3	$71K	Hold	2,779	–	–	﹤0.01%	1283
2017 Q2	$72K	Hold	2,779	–	–	﹤0.01%	1253
2017 Q1	$72K	Sell	2,779 -300	-10%	-$7.82K	﹤0.01%	1220
2016 Q4	$82K	Sell	3,079 -263	-8%	-$6.94K	﹤0.01%	1230
2016 Q3	$91K	Sell	3,342 -300	-8%	-$8.28K	﹤0.01%	1235
2016 Q2	$109K	Buy	3,642 +300	+9%	+$8.3K	﹤0.01%	1216
2016 Q1	$92K	Hold	3,342	–	–	﹤0.01%	1182
2015 Q4	$92K	Sell	3,342 -4,000	-54%	-$109K	﹤0.01%	1176
2015 Q3	$200K	Sell	7,342 -529	-7%	-$14.5K	﹤0.01%	1161
2015 Q2	$218K	Buy	7,871 +5,745	+270%	+$165K	﹤0.01%	1160
2015 Q1	$62K	Hold	2,126	–	–	﹤0.01%	1226
2014 Q4	$61K	Hold	2,126	–	–	﹤0.01%	1144
2014 Q3	$64K	Buy	+2,126	New	+$66.2K	﹤0.01%	1092
2014 Q2	–	Sell	-1,959	Closed	-$61K	–	884
2014 Q1	$61K	Buy	+1,959	New	+$61.8K	﹤0.01%	918

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RVPG

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 2,779 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 2,779 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.