Monetary Management Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Monetary Management Group’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 Q3	–	Sell	-333	Closed	-$5.32K	–	329
2024 Q2	$5.32K	Sell	333 -334	-50%	-$5.25K	﹤0.01%	320
2024 Q1	$10.6K	Hold	667	–	–	﹤0.01%	322
2023 Q4	$10.7K	Hold	667	–	–	﹤0.01%	316
2023 Q3	$10.7K	Hold	667	–	–	﹤0.01%	324
2023 Q2	$11K	Hold	667	–	–	﹤0.01%	328
2023 Q1	$11.1K	Hold	667	–	–	﹤0.01%	323
2022 Q4	$11K	Hold	667	–	–	﹤0.01%	329
2022 Q3	$11K	Sell	667 -250	-27%	-$4.38K	﹤0.01%	333
2022 Q2	$16K	Hold	917	–	–	0.01%	314
2022 Q1	$17K	Buy	917 +250	+37%	+$4.95K	﹤0.01%	324
2021 Q4	$14K	Hold	667	–	–	﹤0.01%	335
2021 Q3	$14K	Hold	667	–	–	﹤0.01%	321
2021 Q2	$15K	Hold	667	–	–	﹤0.01%	303
2021 Q1	$15K	Hold	667	–	–	﹤0.01%	299
2020 Q4	$15K	Hold	667	–	–	﹤0.01%	295
2020 Q3	$15K	Hold	667	–	–	0.01%	276
2020 Q2	$15K	Hold	667	–	–	0.01%	271
2020 Q1	$14K	Sell	667 -966	-59%	-$21.7K	0.01%	252
2019 Q4	$37K	Hold	1,633	–	–	0.01%	235
2019 Q3	$37K	Hold	1,633	–	–	0.01%	239
2019 Q2	$38K	Hold	1,633	–	–	0.01%	239
2019 Q1	$37K	Hold	1,633	–	–	0.01%	242
2018 Q4	$36K	Hold	1,633	–	–	0.02%	239
2018 Q3	$37K	Sell	1,633 -417	-20%	-$9.51K	0.01%	252
2018 Q2	$47K	Hold	2,050	–	–	0.02%	241
2018 Q1	$48K	Hold	2,050	–	–	0.02%	238
2017 Q4	$51K	Hold	2,050	–	–	0.02%	233
2017 Q3	$53K	Hold	2,050	–	–	0.02%	222
2017 Q2	$53K	Hold	2,050	–	–	0.02%	224
2017 Q1	$53K	Hold	2,050	–	–	0.02%	221
2016 Q4	$55K	Sell	2,050 -167	-8%	-$4.41K	0.03%	220
2016 Q3	$60K	Hold	2,217	–	–	0.03%	205
2016 Q2	$62K	Hold	2,217	–	–	0.03%	206
2016 Q1	$61K	Hold	2,217	–	–	0.03%	202
2015 Q4	$61K	Hold	2,217	–	–	0.03%	206
2015 Q3	$61K	Hold	2,217	–	–	0.03%	207
2015 Q2	$61K	Hold	2,217	–	–	0.03%	231
2015 Q1	$65K	Sell	2,217 -333	-13%	-$9.81K	0.03%	235
2014 Q4	$73K	Sell	2,550 -1,667	-40%	-$49.8K	0.03%	218
2014 Q3	$127K	Hold	4,217	–	–	0.06%	190
2014 Q2	$134K	Sell	4,217 -466	-10%	-$14.9K	0.06%	183
2014 Q1	$146K	Hold	4,683	–	–	0.07%	167
2013 Q4	$146K	Sell	4,683 -484	-9%	-$15.1K	0.07%	173
2013 Q3	$165K	Hold	5,167	–	–	0.09%	158
2013 Q2	$178K	Buy	+5,167	New	+$188K	0.1%	158

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Monetary Management Group's MIN Position: Q3 2024 in Review

Monetary Management Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2024, closing a stake of 333 shares — an estimated $5.32K sold.

Monetary Management Group first reported a position in MIN in Q2 2013 and held it in 45 quarters. The position peaked at $178K in Q2 2013. 97 funds tracked by Wall St. Rank hold MIN as of Q3 2024.

Monetary Management Group reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2024 after selling out during the quarter.
Monetary Management Group sold 333 Aberdeen Intermediate Income Fund shares in Q3 2024, an estimated $5.32K.
Monetary Management Group first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 45 quarters.
Monetary Management Group's Aberdeen Intermediate Income Fund position peaked at $178K in Q2 2013.
97 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2024.

Based on Monetary Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.