AAS
MIN

Avantax Advisory Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Avantax Advisory 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
2024
Q1 		– Sell
-10,381
Closed -$27.8K – 1714
2023
Q4 		$27.8K Sell
10,381
-994
-9% -$2.65K ﹤0.01% 1556
2023
Q3 		$30.5K Buy
11,375
+561
+5% +$1.53K ﹤0.01% 1521
2023
Q2 		$29.6K Buy
10,814
+216
+2% +$602 ﹤0.01% 1485
2023
Q1 		$29.4K Buy
10,598
+240
+2% +$679 ﹤0.01% 1461
2022
Q4 		$28.6K Buy
10,358
+234
+2% +$654 ﹤0.01% 1398
2022
Q3 		$28K Sell
10,124
-1,766
-15% -$5.16K ﹤0.01% 1311
2022
Q2 		$35K Buy
11,890
+274
+2% +$824 ﹤0.01% 1283
2022
Q1 		$37K Buy
11,616
+268
+2% +$884 ﹤0.01% 1266
2021
Q4 		$41K Buy
11,348
+241
+2% +$869 ﹤0.01% 1233
2021
Q3 		$41K Buy
11,107
+123
+1% +$455 ﹤0.01% 1162
2021
Q2 		$41K Buy
10,984
+235
+2% +$869 ﹤0.01% 1128
2021
Q1 		$40K Buy
+10,749
New +$40.3K ﹤0.01% 1019
2020
Q4 		– Sell
-40,460
Closed -$152K – 1185
2020
Q3 		$152K Buy
+40,460
New +$155K ﹤0.01% 1263

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Avantax Advisory Services's MIN Position: Q1 2024 in Review

Avantax Advisory Services sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2024, closing a stake of 10,381 shares — an estimated $27.8K sold.

Avantax Advisory Services first reported a position in MIN in Q3 2020 and held it in 13 quarters. The position peaked at $152K in Q3 2020. 99 funds tracked by Wall St. Rank hold MIN as of Q1 2024.

  • Avantax Advisory Services reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 10,381 Aberdeen Intermediate Income Fund shares in Q1 2024, an estimated $27.8K.
  • Avantax Advisory Services first reported a position in Aberdeen Intermediate Income Fund in Q3 2020 and held it in 13 quarters.
  • Avantax Advisory Services's Aberdeen Intermediate Income Fund position peaked at $152K in Q3 2020.
  • 99 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.