WFS
MIN

Widmann Financial Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-500
Closed -$1K – 302
2021
Q4 		$1K Buy
+500
New +$1.8K ﹤0.01% 437

Other funds holding MIN

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CF
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Widmann Financial Services's MIN Position: Q1 2022 in Review

Widmann Financial Services sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2022, closing a stake of 500 shares — an estimated $1K sold.

Widmann Financial Services first reported a position in MIN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 82 funds tracked by Wall St. Rank hold MIN as of Q1 2022.

  • Widmann Financial Services reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 500 Aberdeen Intermediate Income Fund shares in Q1 2022, an estimated $1K.
  • Widmann Financial Services first reported a position in Aberdeen Intermediate Income Fund in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Aberdeen Intermediate Income Fund position peaked at $1K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.