EP Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

EP Wealth Advisors’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
2025 Q2	$31.8K	Sell	11,750 -4,000	-25%	-$10.7K	﹤0.01%	1414
2025 Q1	$42.4K	Buy	+15,750	New	+$42.3K	﹤0.01%	1270
2024 Q4	–	Sell	-15,750	Closed	-$42.8K	–	1295
2024 Q3	$42.8K	Buy	15,750 +4,250	+37%	+$11.6K	﹤0.01%	1168
2024 Q2	$30.6K	Hold	11,500	–	–	﹤0.01%	842
2024 Q1	$30.6K	Hold	11,500	–	–	﹤0.01%	823
2023 Q4	$30.8K	Hold	11,500	–	–	﹤0.01%	806
2023 Q3	$30.8K	Buy	+11,500	New	+$31.3K	﹤0.01%	744

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 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's MIN Position: Q2 2025 in Review

EP Wealth Advisors reduced its Aberdeen Intermediate Income Fund (MIN) stake by 25% in Q2 2025, selling an estimated $10.7K and leaving 11,750 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

EP Wealth Advisors first reported a position in MIN in Q3 2023 and has held it in 7 quarters since. The position peaked at $42.8K in Q3 2024. 87 funds tracked by Wall St. Rank hold MIN as of Q2 2025.

EP Wealth Advisors held 11,750 shares of Aberdeen Intermediate Income Fund worth $31.8K as of Q2 2025.
EP Wealth Advisors sold 4,000 Aberdeen Intermediate Income Fund shares in Q2 2025, an estimated $10.7K.
Aberdeen Intermediate Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1414 holding.
EP Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q3 2023 and has held it in 7 quarters since.
EP Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $42.8K in Q3 2024.
87 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.