SWP
MIN

Significant Wealth Partners’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Significant Wealth Partners’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 		– Sell
-546,050
Closed -$1.46M – 173
2023
Q4 		$1.46M Buy
+546,050
New +$1.46M 1.07% 27

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Significant Wealth Partners's MIN Position: Q1 2024 in Review

Significant Wealth Partners sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2024, closing a stake of 546,050 shares — an estimated $1.46M sold.

Significant Wealth Partners first reported a position in MIN in Q4 2023 and held it in 1 quarter. The position peaked at $1.46M in Q4 2023. 99 funds tracked by Wall St. Rank hold MIN as of Q1 2024.

  • Significant Wealth Partners reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 546,050 Aberdeen Intermediate Income Fund shares in Q1 2024, an estimated $1.46M.
  • Significant Wealth Partners first reported a position in Aberdeen Intermediate Income Fund in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Aberdeen Intermediate Income Fund position peaked at $1.46M in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.