Retirement Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Retirement 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 Q1	$221	Hold	83	–	–	﹤0.01%	794
2023 Q4	$222	Hold	83	–	–	﹤0.01%	783
2023 Q3	$222	Hold	83	–	–	﹤0.01%	727
2023 Q2	$227	Sell	83 -83	-50%	-$231	﹤0.01%	763
2023 Q1	$0	Hold	166	–	–	﹤0.01%	726
2022 Q4	$0	Hold	166	–	–	﹤0.01%	690
2022 Q3	$0	Hold	166	–	–	﹤0.01%	693
2022 Q2	$0	Hold	166	–	–	﹤0.01%	790
2022 Q1	$1K	Hold	166	–	–	﹤0.01%	695
2021 Q4	$1K	Hold	166	–	–	﹤0.01%	670
2021 Q3	$1K	Hold	166	–	–	﹤0.01%	584
2021 Q2	$1K	Hold	166	–	–	﹤0.01%	625
2021 Q1	$1K	Hold	166	–	–	﹤0.01%	692
2020 Q4	$0	Hold	166	–	–	﹤0.01%	708
2020 Q3	$1K	Hold	166	–	–	﹤0.01%	619
2020 Q2	$1K	Buy	+166	New	+$625	﹤0.01%	606
2019 Q4	$1K	Buy	+166	New	+$626	﹤0.01%	609

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Retirement Group's MIN Position: Q1 2024 in Review

Retirement Group held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2024 at 83 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Retirement Group first reported a position in MIN in Q4 2019 and has held it in 17 quarters since. The position peaked at $1K in Q1 2022. 99 funds tracked by Wall St. Rank hold MIN as of Q1 2024.

Retirement Group held 83 shares of Aberdeen Intermediate Income Fund worth $221 as of Q1 2024.
Retirement Group left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2024.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #794 holding.
Retirement Group first reported a position in Aberdeen Intermediate Income Fund in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Aberdeen Intermediate Income Fund position peaked at $1K in Q1 2022.
99 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.