Wealthspire Advisors (Maryland)’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q2	–	Sell	-189	Closed	-$4K	–	2522
2018 Q1	$4K	Buy	189 +4	+2%	+$96	﹤0.01%	1918
2017 Q4	$5K	Sell	185 -91	-33%	-$2.29K	﹤0.01%	1836
2017 Q3	$7K	Buy	276 +7	+3%	+$181	﹤0.01%	1693
2017 Q2	$7K	Buy	269 +6	+2%	+$156	﹤0.01%	1662
2017 Q1	$7K	Buy	263 +93	+55%	+$2.42K	﹤0.01%	1452
2016 Q4	$5K	Buy	170 +4	+2%	+$106	﹤0.01%	1386
2016 Q3	$5K	Buy	166 +3	+2%	+$83	﹤0.01%	1393
2016 Q2	$5K	Buy	163 +4	+3%	+$111	﹤0.01%	1343
2016 Q1	$4K	Buy	159 +4	+3%	+$109	﹤0.01%	1396
2015 Q4	$4K	Buy	+155	New	+$4.22K	﹤0.01%	1403

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

1CP

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

RVPG

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s MIN Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2018, closing a stake of 189 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in MIN in Q4 2015 and held it in 10 quarters. The position peaked at $7K in Q3 2017. 80 funds tracked by Wall St. Rank hold MIN as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 189 Aberdeen Intermediate Income Fund shares in Q2 2018, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Aberdeen Intermediate Income Fund in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Aberdeen Intermediate Income Fund position peaked at $7K in Q3 2017.
80 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.