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

EverSource 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
2023 Q3	–	Sell	-392	Closed	-$1.07K	–	2602
2023 Q2	$1.07K	Sell	392 -500	-56%	-$1.39K	﹤0.01%	2198
2023 Q1	$2.47K	Hold	892	–	–	﹤0.01%	1872
2022 Q4	$2.46K	Buy	892 +500	+128%	+$1.4K	﹤0.01%	1852
2022 Q3	$1K	Buy	+392	New	+$1.15K	﹤0.01%	1848

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

EverSource Wealth Advisors's MIN Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2023, closing a stake of 392 shares — an estimated $1.07K sold.

EverSource Wealth Advisors first reported a position in MIN in Q3 2022 and held it in 4 quarters. The position peaked at $2.47K in Q1 2023. 91 funds tracked by Wall St. Rank hold MIN as of Q3 2023.

EverSource Wealth Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 392 Aberdeen Intermediate Income Fund shares in Q3 2023, an estimated $1.07K.
EverSource Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $2.47K in Q1 2023.
91 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.