Concurrent Investment Advisors
MIN

Concurrent Investment Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Concurrent Investment 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
2024
Q4 		– Sell
-3,436
Closed -$56.1K – 1185
2024
Q3 		$56.1K Sell
3,436
-2,863
-45% -$46.8K ﹤0.01% 1018
2024
Q2 		$101K Hold
6,299
– – ﹤0.01% 929
2024
Q1 		$101K Hold
6,299
– – ﹤0.01% 857
2023
Q4 		$101K Buy
+6,299
New +$101K ﹤0.01% 817

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's MIN Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2024, closing a stake of 3,436 shares — an estimated $56.1K sold.

Concurrent Investment Advisors first reported a position in MIN in Q4 2023 and held it in 4 quarters. The position peaked at $101K in Q4 2023. 87 funds tracked by Wall St. Rank hold MIN as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 3,436 Aberdeen Intermediate Income Fund shares in Q4 2024, an estimated $56.1K.
  • Concurrent Investment Advisors first reported a position in Aberdeen Intermediate Income Fund in Q4 2023 and held it in 4 quarters.
  • Concurrent Investment Advisors's Aberdeen Intermediate Income Fund position peaked at $101K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.