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

Prestige Wealth 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 Q2	–	Sell	-1,900	Closed	-$5.05K	–	1020
2024 Q1	$5.05K	Hold	1,900	–	–	﹤0.01%	568
2023 Q4	$5.09K	Sell	1,900 -150	-7%	-$400	﹤0.01%	578
2023 Q3	$5.49K	Hold	2,050	–	–	﹤0.01%	563
2023 Q2	$5.62K	Hold	2,050	–	–	﹤0.01%	574
2023 Q1	$5.68K	Hold	2,050	–	–	﹤0.01%	543
2022 Q4	$5.66K	Hold	2,050	–	–	﹤0.01%	587
2022 Q3	$6K	Hold	2,050	–	–	﹤0.01%	518
2022 Q2	$6K	Hold	2,050	–	–	﹤0.01%	543
2022 Q1	$6K	Hold	2,050	–	–	﹤0.01%	566
2021 Q4	$7K	Hold	2,050	–	–	﹤0.01%	558
2021 Q3	$7K	Hold	2,050	–	–	﹤0.01%	563
2021 Q2	$8K	Hold	2,050	–	–	﹤0.01%	527
2021 Q1	$8K	Hold	2,050	–	–	﹤0.01%	526
2020 Q4	$8K	Hold	2,050	–	–	﹤0.01%	495
2020 Q3	$8K	Hold	2,050	–	–	﹤0.01%	471
2020 Q2	$8K	Hold	2,050	–	–	﹤0.01%	459
2020 Q1	$7K	Hold	2,050	–	–	﹤0.01%	438
2019 Q4	$8K	Hold	2,050	–	–	﹤0.01%	368
2019 Q3	$8K	Hold	2,050	–	–	﹤0.01%	360
2019 Q2	$8K	Hold	2,050	–	–	﹤0.01%	349
2019 Q1	$8K	Hold	2,050	–	–	﹤0.01%	356
2018 Q4	$8K	Buy	+2,050	New	+$7.56K	0.01%	482

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

Prestige Wealth Management Group's MIN Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2024, closing a stake of 1,900 shares — an estimated $5.05K sold.

Prestige Wealth Management Group first reported a position in MIN in Q4 2018 and held it in 22 quarters. The position peaked at $8K in Q2 2021. 92 funds tracked by Wall St. Rank hold MIN as of Q2 2024.

Prestige Wealth Management Group reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 1,900 Aberdeen Intermediate Income Fund shares in Q2 2024, an estimated $5.05K.
Prestige Wealth Management Group first reported a position in Aberdeen Intermediate Income Fund in Q4 2018 and held it in 22 quarters.
Prestige Wealth Management Group's Aberdeen Intermediate Income Fund position peaked at $8K in Q2 2021.
92 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.