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

Addison 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
2022 Q1	–	Sell	-2,841	Closed	-$10K	–	758
2021 Q4	$10K	Hold	2,841	–	–	0.01%	403
2021 Q3	$10K	Hold	2,841	–	–	0.01%	307
2021 Q2	$11K	Buy	+2,841	New	+$10.5K	0.01%	297
2020 Q4	$11K	Buy	+2,841	New	+$10.7K	0.01%	284

Other funds holding MIN

SIA

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Addison Advisors's MIN Position: Q1 2022 in Review

Addison Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2022, closing a stake of 2,841 shares — an estimated $10K sold.

Addison Advisors first reported a position in MIN in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 82 funds tracked by Wall St. Rank hold MIN as of Q1 2022.

Addison Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2022 after selling out during the quarter.
Addison Advisors sold 2,841 Aberdeen Intermediate Income Fund shares in Q1 2022, an estimated $10K.
Addison Advisors first reported a position in Aberdeen Intermediate Income Fund in Q4 2020 and held it in 4 quarters.
Addison Advisors's Aberdeen Intermediate Income Fund position peaked at $11K in Q2 2021.
82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2022.

Based on Addison Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.