DJSG
MIN

D.J. St. Germain’s Aberdeen Intermediate Income Fund MIN Stock Holding History

D.J. St. Germain’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
-1,730
Closed -$4.64K – 824
2023
Q4 		$4.64K Hold
1,730
– – ﹤0.01% 622
2023
Q3 		$4.64K Hold
1,730
– – ﹤0.01% 586
2023
Q2 		$4.74K Buy
+1,730
New +$4.82K ﹤0.01% 594

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

D.J. St. Germain's MIN Position: Q1 2024 in Review

D.J. St. Germain sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2024, closing a stake of 1,730 shares — an estimated $4.64K sold.

D.J. St. Germain first reported a position in MIN in Q2 2023 and held it in 3 quarters. The position peaked at $4.74K in Q2 2023. 99 funds tracked by Wall St. Rank hold MIN as of Q1 2024.

  • D.J. St. Germain reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2024 after selling out during the quarter.
  • D.J. St. Germain sold 1,730 Aberdeen Intermediate Income Fund shares in Q1 2024, an estimated $4.64K.
  • D.J. St. Germain first reported a position in Aberdeen Intermediate Income Fund in Q2 2023 and held it in 3 quarters.
  • D.J. St. Germain's Aberdeen Intermediate Income Fund position peaked at $4.74K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2024.

Based on D.J. St. Germain's 13F filing for Q1 2024, filed 2 Apr 2024.