DPI
MIN

Diversified Portfolios Inc’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Diversified Portfolios Inc’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
Q2 		– Sell
-29,319
Closed -$92K – 139
2022
Q1 		$92K Hold
29,319
– – 0.02% 134
2021
Q4 		$105K Buy
+29,319
New +$106K 0.03% 134

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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Diversified Portfolios Inc's MIN Position: Q2 2022 in Review

Diversified Portfolios Inc sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2022, closing a stake of 29,319 shares — an estimated $92K sold.

Diversified Portfolios Inc first reported a position in MIN in Q4 2021 and held it in 2 quarters. The position peaked at $105K in Q4 2021. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2022.

  • Diversified Portfolios Inc reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2022 after selling out during the quarter.
  • Diversified Portfolios Inc sold 29,319 Aberdeen Intermediate Income Fund shares in Q2 2022, an estimated $92K.
  • Diversified Portfolios Inc first reported a position in Aberdeen Intermediate Income Fund in Q4 2021 and held it in 2 quarters.
  • Diversified Portfolios Inc's Aberdeen Intermediate Income Fund position peaked at $105K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2022.

Based on Diversified Portfolios Inc's 13F filing for Q2 2022, filed 9 Aug 2022.