PWG
MIN

Portside Wealth Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Portside Wealth 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
2023
Q4 		– Sell
-29,138
Closed -$78K – 385
2023
Q3 		$78K Hold
29,138
– – 0.01% 343
2023
Q2 		$79.8K Buy
+29,138
New +$81.2K 0.01% 350

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Portside Wealth Group's MIN Position: Q4 2023 in Review

Portside Wealth Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2023, closing a stake of 29,138 shares — an estimated $78K sold.

Portside Wealth Group first reported a position in MIN in Q2 2023 and held it in 2 quarters. The position peaked at $79.8K in Q2 2023. 101 funds tracked by Wall St. Rank hold MIN as of Q4 2023.

  • Portside Wealth Group reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2023 after selling out during the quarter.
  • Portside Wealth Group sold 29,138 Aberdeen Intermediate Income Fund shares in Q4 2023, an estimated $78K.
  • Portside Wealth Group first reported a position in Aberdeen Intermediate Income Fund in Q2 2023 and held it in 2 quarters.
  • Portside Wealth Group's Aberdeen Intermediate Income Fund position peaked at $79.8K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2023.

Based on Portside Wealth Group's 13F filing for Q4 2023, filed 16 Jan 2024.