CAS
MIN

Coppell Advisory Solutions’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-991
Closed -$2.6K – 1246
2024
Q4 		$2.6K Hold
991
– – ﹤0.01% 1493
2024
Q3 		$2.71K Buy
+991
New +$2.7K ﹤0.01% 1390

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions's MIN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2025, closing a stake of 991 shares — an estimated $2.6K sold.

Coppell Advisory Solutions first reported a position in MIN in Q3 2024 and held it in 2 quarters. The position peaked at $2.71K in Q3 2024. 90 funds tracked by Wall St. Rank hold MIN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 991 Aberdeen Intermediate Income Fund shares in Q1 2025, an estimated $2.6K.
  • Coppell Advisory Solutions first reported a position in Aberdeen Intermediate Income Fund in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Aberdeen Intermediate Income Fund position peaked at $2.71K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.