LMKC
MIN

L.M. Kohn & Company’s Aberdeen Intermediate Income Fund MIN Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-25,710
Closed -$69.7K – 222
2025
Q2 		$69.7K Buy
25,710
+113
+0.4% +$302 0.02% 279
2025
Q1 		$68.9K Buy
25,597
+488
+2% +$1.31K 0.02% 272
2024
Q4 		$66.8K Buy
25,109
+1,911
+8% +$5.17K 0.02% 259
2024
Q3 		$63.1K Sell
23,198
-8,393
-27% -$22.8K 0.02% 283
2024
Q2 		$84K Buy
31,591
+309
+1% +$809 0.02% 266
2024
Q1 		$83.2K Buy
31,282
+54
+0.2% +$147 0.02% 269
2023
Q4 		$83.7K Buy
31,228
+103
+0.3% +$275 0.03% 241
2023
Q3 		$83.4K Buy
31,125
+4,401
+16% +$12K 0.03% 233
2023
Q2 		$73.2K Buy
26,724
+99
+0.4% +$276 0.03% 232
2023
Q1 		$73.8K Buy
26,625
+97
+0.4% +$274 0.03% 219
2022
Q4 		$73.2K Buy
26,528
+96
+0.4% +$268 0.03% 219
2022
Q3 		$75K Buy
26,432
+10,593
+67% +$30.9K 0.04% 213
2022
Q2 		$48K Buy
15,839
+93
+0.6% +$280 0.02% 231
2022
Q1 		$50K Buy
+15,746
New +$52K 0.02% 240

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

L.M. Kohn & Company's MIN Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2025, closing a stake of 25,710 shares — an estimated $69.7K sold.

L.M. Kohn & Company first reported a position in MIN in Q1 2022 and held it in 14 quarters. The position peaked at $84K in Q2 2024. 84 funds tracked by Wall St. Rank hold MIN as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 25,710 Aberdeen Intermediate Income Fund shares in Q3 2025, an estimated $69.7K.
  • L.M. Kohn & Company first reported a position in Aberdeen Intermediate Income Fund in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's Aberdeen Intermediate Income Fund position peaked at $84K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.