WFG Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

WFG 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 Q2	$0	Hold	11	–	–	﹤0.01%	1620
2017 Q1	$0	Hold	11	–	–	﹤0.01%	1600
2016 Q4	$0	Buy	11 +1	+10%	+$4	﹤0.01%	1655
2016 Q3	$0	Hold	10	–	–	﹤0.01%	1644
2016 Q2	$0	Hold	10	–	–	﹤0.01%	1641
2016 Q1	$0	Sell	10 -1,625	-99%	-$7.4K	﹤0.01%	1617
2015 Q4	$7K	Buy	1,635 +1	+0.1%	+$5	﹤0.01%	1161
2015 Q3	$7K	Hold	1,634	–	–	﹤0.01%	1185
2015 Q2	$8K	Hold	1,634	–	–	﹤0.01%	1248
2015 Q1	$8K	Sell	1,634 -11,645	-88%	-$57.2K	﹤0.01%	1261
2014 Q4	$63K	Sell	13,279 -50,583	-79%	-$252K	0.01%	800
2014 Q3	$320K	Sell	63,862 -2,792	-4%	-$14.5K	0.06%	345
2014 Q2	$352K	Sell	66,654 -1,820	-3%	-$9.67K	0.07%	330
2014 Q1	$355K	Sell	68,474 -2,126	-3%	-$11.2K	0.07%	313
2013 Q4	$366K	Sell	70,600 -2,608	-4%	-$13.6K	0.05%	380
2013 Q3	$389K	Sell	73,208 -4,558	-6%	-$24.2K	0.06%	333
2013 Q2	$447K	Buy	+77,766	New	+$472K	0.07%	284

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's MIN Position: Q2 2017 in Review

WFG Advisors held its Aberdeen Intermediate Income Fund (MIN) position steady in Q2 2017 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

WFG Advisors first reported a position in MIN in Q2 2013 and has held it in 17 quarters since. The position peaked at $447K in Q2 2013. 75 funds tracked by Wall St. Rank hold MIN as of Q2 2017.

WFG Advisors held 11 shares of Aberdeen Intermediate Income Fund worth $0 as of Q2 2017.
WFG Advisors left its Aberdeen Intermediate Income Fund share count unchanged in Q2 2017.
Aberdeen Intermediate Income Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1620 holding.
WFG Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Aberdeen Intermediate Income Fund position peaked at $447K in Q2 2013.
75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.