OIA
MIN

Optimum Investment Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Optimum Investment 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
2024
Q4 		– Sell
-26,996
Closed -$73.4K – 631
2024
Q3 		$73.4K Hold
26,996
– – 0.03% 309
2024
Q2 		$71.8K Sell
26,996
-26,995
-50% -$70.7K 0.03% 311
2024
Q1 		$144K Hold
53,991
– – 0.07% 224
2023
Q4 		$145K Hold
53,991
– – 0.07% 210
2023
Q3 		$145K Hold
53,991
– – 0.07% 212
2023
Q2 		$148K Hold
53,991
– – 0.07% 224
2023
Q1 		$150K Hold
53,991
– – 0.08% 212
2022
Q4 		$149K Hold
53,991
– – 0.08% 216
2022
Q3 		$152K Hold
53,991
– – 0.08% 211
2022
Q2 		$160K Hold
53,991
– – 0.08% 214
2022
Q1 		$170K Hold
53,991
– – 0.07% 235
2021
Q4 		$194K Hold
53,991
– – 0.08% 229
2021
Q3 		$195K Hold
53,991
– – 0.08% 219
2021
Q2 		$202K Hold
53,991
– – 0.06% 263
2021
Q1 		$201K Hold
53,991
– – 0.06% 261
2020
Q4 		$206K Hold
53,991
– – 0.06% 242
2020
Q3 		$201K Hold
53,991
– – 0.07% 236
2020
Q2 		$200K Hold
53,991
– – 0.07% 237
2020
Q1 		$194K Hold
53,991
– – 0.08% 217
2019
Q4 		$205K Buy
53,991
+36,000
+200% +$136K 0.06% 269
2019
Q3 		$69K Buy
17,991
+401
+2% +$1.53K 0.02% 445
2019
Q2 		$68K Buy
17,590
+391
+2% +$1.47K 0.02% 444
2019
Q1 		$65K Buy
17,199
+385
+2% +$1.44K 0.02% 455
2018
Q4 		$62K Buy
16,814
+388
+2% +$1.43K 0.02% 432
2018
Q3 		$62K Buy
16,426
+376
+2% +$1.43K 0.02% 495
2018
Q2 		$62K Buy
16,050
+364
+2% +$1.41K 0.02% 489
2018
Q1 		$62K Buy
15,686
+361
+2% +$1.44K 0.02% 494
2017
Q4 		$64K Buy
15,325
+343
+2% +$1.44K 0.02% 308
2017
Q3 		$64K Buy
14,982
+332
+2% +$1.43K 0.02% 295
2017
Q2 		$63K Buy
14,650
+326
+2% +$1.41K 0.02% 291
2017
Q1 		$62K Buy
14,324
+320
+2% +$1.39K 0.02% 284
2016
Q4 		$62K Buy
14,004
+321
+2% +$1.41K 0.02% 274
2016
Q3 		$62K Buy
13,683
+307
+2% +$1.41K 0.02% 285
2016
Q2 		$62K Buy
13,376
+299
+2% +$1.38K 0.02% 272
2016
Q1 		$60K Buy
13,077
+295
+2% +$1.34K 0.02% 264
2015
Q4 		$58K Buy
12,782
+297
+2% +$1.35K 0.02% 273
2015
Q3 		$57K Buy
+12,485
New +$57.1K 0.02% 270
2015
Q1 		$58K Buy
11,908
+273
+2% +$1.34K 0.02% 481
2014
Q4 		$56K Buy
11,635
+267
+2% +$1.33K 0.02% 477
2014
Q3 		$57K Buy
11,368
+257
+2% +$1.33K 0.02% 452
2014
Q2 		$59K Buy
11,111
+245
+2% +$1.3K 0.02% 445
2014
Q1 		$56K Buy
10,866
+245
+2% +$1.29K 0.02% 380
2013
Q4 		$55K Buy
10,621
+245
+2% +$1.28K 0.02% 385
2013
Q3 		$55K Buy
+10,376
New +$55K 0.02% 360

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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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

Optimum Investment Advisors's MIN Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2024, closing a stake of 26,996 shares — an estimated $73.4K sold.

Optimum Investment Advisors first reported a position in MIN in Q3 2013 and held it in 44 quarters. The position peaked at $206K in Q4 2020. 88 funds tracked by Wall St. Rank hold MIN as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 26,996 Aberdeen Intermediate Income Fund shares in Q4 2024, an estimated $73.4K.
  • Optimum Investment Advisors first reported a position in Aberdeen Intermediate Income Fund in Q3 2013 and held it in 44 quarters.
  • Optimum Investment Advisors's Aberdeen Intermediate Income Fund position peaked at $206K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.