Dynamic Advisor Solutions
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
-2,613
Closed -$42K – 924
2023
Q3 		$42K Sell
2,613
-4,835
-65% -$79K ﹤0.01% 827
2023
Q2 		$122K Sell
7,448
-1,645
-18% -$27.5K 0.01% 766
2023
Q1 		$151K Sell
9,093
-631
-6% -$10.7K 0.01% 711
2022
Q4 		$161K Sell
9,724
-733
-7% -$12.3K 0.01% 681
2022
Q3 		$176K Sell
10,457
-3,591
-26% -$62.9K 0.01% 637
2022
Q2 		$250K Sell
14,048
-1,205
-8% -$21.8K 0.02% 583
2022
Q1 		$288K Buy
15,253
+1,318
+9% +$26.1K 0.02% 572
2021
Q4 		$300K Sell
13,935
-893
-6% -$19.3K 0.02% 562
2021
Q3 		$322K Sell
14,828
-408
-3% -$9.05K 0.02% 560
2021
Q2 		$342K Sell
15,236
-3,911
-20% -$86.7K 0.03% 511
2021
Q1 		$427K Sell
19,147
-24,148
-56% -$543K 0.04% 416
2020
Q4 		$990K Buy
43,295
+3,660
+9% +$82.8K 0.09% 243
2020
Q3 		$887K Buy
39,635
+17,937
+83% +$413K 0.1% 226
2020
Q2 		$482K Buy
21,698
+5,174
+31% +$117K 0.07% 281
2020
Q1 		$357K Sell
16,524
-355
-2% -$7.98K 0.07% 305
2019
Q4 		$385K Buy
16,879
+2,015
+14% +$45.6K 0.05% 353
2019
Q3 		$341K Buy
14,864
+3,854
+35% +$88.3K 0.05% 348
2019
Q2 		$255K Sell
11,010
-663
-6% -$15K 0.04% 394
2019
Q1 		$266K Buy
11,673
+2,247
+24% +$50.3K 0.05% 322
2018
Q4 		$208K Sell
9,426
-500
-5% -$11.1K 0.04% 348
2018
Q3 		$224K Sell
9,926
-121
-1% -$2.76K 0.05% 349
2018
Q2 		$233K Sell
10,047
-525
-5% -$12.2K 0.05% 345
2018
Q1 		$249K Buy
+10,572
New +$253K 0.06% 291

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Significant Wealth Partners
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Hara Capital
Hara Capital Bellevue, Washington $209M AUM 40.32% 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 2,613 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 2,613 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.