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	-1,135	Closed	-$4K	–	2522
2018 Q1	$4K	Buy	1,135 +26	+2%	+$104	﹤0.01%	1918
2017 Q4	$5K	Sell	1,109 -544	-33%	-$2.28K	﹤0.01%	1836
2017 Q3	$7K	Buy	1,653 +37	+2%	+$159	﹤0.01%	1693
2017 Q2	$7K	Buy	1,616 +36	+2%	+$156	﹤0.01%	1662
2017 Q1	$7K	Buy	1,580 +560	+55%	+$2.43K	﹤0.01%	1452
2016 Q4	$5K	Buy	1,020 +23	+2%	+$101	﹤0.01%	1386
2016 Q3	$5K	Buy	997 +22	+2%	+$101	﹤0.01%	1393
2016 Q2	$5K	Buy	975 +22	+2%	+$101	﹤0.01%	1343
2016 Q1	$4K	Buy	953 +22	+2%	+$100	﹤0.01%	1396
2015 Q4	$4K	Buy	+931	New	+$4.22K	﹤0.01%	1403

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RVPG

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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 1,135 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 1,135 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.