Creative Planning
MIN

Creative Planning’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Creative Planning’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
Q3 		– Sell
-14,102
Closed -$42K – 2398
2022
Q2 		$42K Buy
+14,102
New +$42.4K ﹤0.01% 2073
2021
Q4 		– Sell
-12,202
Closed -$44K – 2165
2021
Q3 		$44K Buy
+12,202
New +$45.1K ﹤0.01% 2005
2019
Q1 		– Sell
-34,781
Closed -$128K – 2054
2018
Q4 		$128K Buy
34,781
+3,644
+12% +$13.4K ﹤0.01% 1589
2018
Q3 		$117K Buy
+31,137
New +$118K ﹤0.01% 1764
2017
Q3 		– Sell
-5,200
Closed -$22K – 2976
2017
Q2 		$22K Sell
5,200
-28,333
-84% -$123K ﹤0.01% 3120
2017
Q1 		$145K Buy
33,533
+8,300
+33% +$36K ﹤0.01% 1710
2016
Q4 		$112K Hold
25,233
– – ﹤0.01% 1793
2016
Q3 		$114K Buy
25,233
+2,000
+9% +$9.2K ﹤0.01% 1761
2016
Q2 		$108K Sell
23,233
-2,000
-8% -$9.22K ﹤0.01% 1632
2016
Q1 		$116K Hold
25,233
– – ﹤0.01% 1536
2015
Q4 		$115K Hold
25,233
– – ﹤0.01% 1552
2015
Q3 		$115K Buy
+25,233
New +$115K ﹤0.01% 1513
2015
Q2 		– Sell
-4,591
Closed -$22K – 2240
2015
Q1 		$22K Hold
4,591
– – ﹤0.01% 2647
2014
Q4 		$22K Sell
4,591
-2,039
-31% -$10.2K ﹤0.01% 2583
2014
Q3 		$33K Buy
6,630
+2,730
+70% +$14.2K ﹤0.01% 2188
2014
Q2 		$21K Sell
3,900
-400
-9% -$2.13K ﹤0.01% 2454
2014
Q1 		$22K Sell
4,300
-4,765
-53% -$25K ﹤0.01% 2305
2013
Q4 		$47K Buy
9,065
+3,415
+60% +$17.8K ﹤0.01% 1649
2013
Q3 		$30K Sell
5,650
-350
-6% -$1.85K ﹤0.01% 1848
2013
Q2 		$35K Buy
+6,000
New +$36.4K ﹤0.01% 1583

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Creative Planning's MIN Position: Q3 2022 in Review

Creative Planning sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2022, closing a stake of 14,102 shares — an estimated $42K sold.

Creative Planning first reported a position in MIN in Q2 2013 and held it in 20 quarters. The position peaked at $145K in Q1 2017. 84 funds tracked by Wall St. Rank hold MIN as of Q3 2022.

  • Creative Planning reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 14,102 Aberdeen Intermediate Income Fund shares in Q3 2022, an estimated $42K.
  • Creative Planning first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Aberdeen Intermediate Income Fund position peaked at $145K in Q1 2017.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.