WT
MIN

Whittier Trust’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Whittier Trust’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
-149
Closed -$1K – 1327
2017
Q3 		$1K Hold
149
– – ﹤0.01% 1277
2017
Q2 		$1K Hold
149
– – ﹤0.01% 1207
2017
Q1 		$1K Buy
+149
New +$647 ﹤0.01% 1305

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

Whittier Trust's MIN Position: Q4 2017 in Review

Whittier Trust sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2017, closing a stake of 149 shares — an estimated $1K sold.

Whittier Trust first reported a position in MIN in Q1 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2017. 75 funds tracked by Wall St. Rank hold MIN as of Q4 2017.

  • Whittier Trust reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2017 after selling out during the quarter.
  • Whittier Trust sold 149 Aberdeen Intermediate Income Fund shares in Q4 2017, an estimated $1K.
  • Whittier Trust first reported a position in Aberdeen Intermediate Income Fund in Q1 2017 and held it in 3 quarters.
  • Whittier Trust's Aberdeen Intermediate Income Fund position peaked at $1K in Q3 2017.
  • 75 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.