Cary Street Partners Investment Advisory’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-35,800	Closed	-$97.4K	–	664
2024 Q3	$97.4K	Hold	35,800	–	–	﹤0.01%	748
2024 Q2	$95.2K	Hold	35,800	–	–	﹤0.01%	737
2024 Q1	$95.2K	Sell	35,800 -1,000	-3%	-$2.73K	﹤0.01%	688
2023 Q4	$98.6K	Hold	36,800	–	–	﹤0.01%	640
2023 Q3	$98.6K	Hold	36,800	–	–	0.01%	708
2023 Q2	$101K	Hold	36,800	–	–	0.01%	659
2023 Q1	$102K	Hold	36,800	–	–	0.01%	588
2022 Q4	$102K	Sell	36,800 -4,250	-10%	-$11.9K	0.01%	580
2022 Q3	$115K	Buy	41,050 +11,700	+40%	+$34.2K	0.01%	480
2022 Q2	$87K	Buy	+29,350	New	+$88.3K	0.01%	517

Other funds holding MIN

SIA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's MIN Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2024, closing a stake of 35,800 shares — an estimated $97.4K sold.

Cary Street Partners Investment Advisory first reported a position in MIN in Q2 2022 and held it in 10 quarters. The position peaked at $115K in Q3 2022. 88 funds tracked by Wall St. Rank hold MIN as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 35,800 Aberdeen Intermediate Income Fund shares in Q4 2024, an estimated $97.4K.
Cary Street Partners Investment Advisory first reported a position in Aberdeen Intermediate Income Fund in Q2 2022 and held it in 10 quarters.
Cary Street Partners Investment Advisory's Aberdeen Intermediate Income Fund position peaked at $115K in Q3 2022.
88 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.