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
-4,856
Closed -$78K – 385
2023
Q3 		$78K Hold
4,856
– – 0.01% 343
2023
Q2 		$79.8K Buy
+4,856
New +$81.1K 0.01% 350

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 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 4,856 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 4,856 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.