DAS
MIN

Dynamic Advisor Solutions’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Dynamic Advisor 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
2023
Q4 		– Sell
-15,675
Closed -$42K – 924
2023
Q3 		$42K Sell
15,675
-29,012
-65% -$79K ﹤0.01% 827
2023
Q2 		$122K Sell
44,687
-9,872
-18% -$27.5K 0.01% 766
2023
Q1 		$151K Sell
54,559
-3,784
-6% -$10.7K 0.01% 711
2022
Q4 		$161K Sell
58,343
-4,398
-7% -$12.3K 0.01% 681
2022
Q3 		$176K Sell
62,741
-21,549
-26% -$62.9K 0.01% 637
2022
Q2 		$250K Sell
84,290
-7,226
-8% -$21.7K 0.02% 583
2022
Q1 		$288K Buy
91,516
+7,907
+9% +$26.1K 0.02% 572
2021
Q4 		$300K Sell
83,609
-5,359
-6% -$19.3K 0.02% 562
2021
Q3 		$322K Sell
88,968
-2,450
-3% -$9.05K 0.02% 560
2021
Q2 		$342K Sell
91,418
-23,461
-20% -$86.7K 0.03% 511
2021
Q1 		$427K Sell
114,879
-144,893
-56% -$543K 0.04% 416
2020
Q4 		$990K Buy
259,772
+21,963
+9% +$82.8K 0.09% 243
2020
Q3 		$887K Buy
237,809
+107,622
+83% +$413K 0.1% 226
2020
Q2 		$482K Buy
130,187
+31,046
+31% +$117K 0.07% 281
2020
Q1 		$357K Sell
99,141
-2,133
-2% -$7.99K 0.07% 305
2019
Q4 		$385K Buy
101,274
+12,089
+14% +$45.6K 0.05% 353
2019
Q3 		$341K Buy
89,185
+23,126
+35% +$88.3K 0.05% 348
2019
Q2 		$255K Sell
66,059
-3,979
-6% -$15K 0.04% 394
2019
Q1 		$266K Buy
70,038
+13,482
+24% +$50.3K 0.05% 322
2018
Q4 		$208K Sell
56,556
-2,998
-5% -$11.1K 0.04% 348
2018
Q3 		$224K Sell
59,554
-729
-1% -$2.77K 0.05% 349
2018
Q2 		$233K Sell
60,283
-3,151
-5% -$12.2K 0.05% 345
2018
Q1 		$249K Buy
+63,434
New +$253K 0.06% 291

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Dynamic Advisor Solutions's MIN Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2023, closing a stake of 15,675 shares — an estimated $42K sold.

Dynamic Advisor Solutions first reported a position in MIN in Q1 2018 and held it in 23 quarters. The position peaked at $990K in Q4 2020. 101 funds tracked by Wall St. Rank hold MIN as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 15,675 Aberdeen Intermediate Income Fund shares in Q4 2023, an estimated $42K.
  • Dynamic Advisor Solutions first reported a position in Aberdeen Intermediate Income Fund in Q1 2018 and held it in 23 quarters.
  • Dynamic Advisor Solutions's Aberdeen Intermediate Income Fund position peaked at $990K in Q4 2020.
  • 101 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.