Level Four Advisory Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-11,385	Closed	-$30.5K	–	831
2024 Q1	$30.5K	Hold	11,385	–	–	﹤0.01%	763
2023 Q4	$30.5K	Buy	11,385 +35	+0.3%	+$93	﹤0.01%	759
2023 Q3	$30.4K	Hold	11,350	–	–	﹤0.01%	729
2023 Q2	$31.1K	Buy	11,350 +550	+5%	+$1.53K	﹤0.01%	789
2023 Q1	$29.9K	Hold	10,800	–	–	﹤0.01%	747
2022 Q4	$29.8K	Buy	+10,800	New	+$30.2K	﹤0.01%	660

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Level Four Advisory Services's MIN Position: Q2 2024 in Review

Level Four Advisory Services sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2024, closing a stake of 11,385 shares — an estimated $30.5K sold.

Level Four Advisory Services first reported a position in MIN in Q4 2022 and held it in 6 quarters. The position peaked at $31.1K in Q2 2023. 92 funds tracked by Wall St. Rank hold MIN as of Q2 2024.

Level Four Advisory Services reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 11,385 Aberdeen Intermediate Income Fund shares in Q2 2024, an estimated $30.5K.
Level Four Advisory Services first reported a position in Aberdeen Intermediate Income Fund in Q4 2022 and held it in 6 quarters.
Level Four Advisory Services's Aberdeen Intermediate Income Fund position peaked at $31.1K in Q2 2023.
92 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.