Smith Salley Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Smith Salley Wealth Management’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	-15,760	Closed	-$42.2K	–	245
2023 Q4	$42.2K	Sell	15,760 -550	-3%	-$1.47K	﹤0.01%	241
2023 Q3	$43.7K	Hold	16,310	–	–	﹤0.01%	227
2023 Q2	$44.7K	Hold	16,310	–	–	﹤0.01%	225
2023 Q1	$45.2K	Hold	16,310	–	–	﹤0.01%	225
2022 Q4	$45K	Sell	16,310 -2,015	-11%	-$5.63K	﹤0.01%	221
2022 Q3	$51K	Hold	18,325	–	–	﹤0.01%	212
2022 Q2	$54K	Hold	18,325	–	–	﹤0.01%	224
2022 Q1	$58K	Hold	18,325	–	–	﹤0.01%	236
2021 Q4	$66K	Hold	18,325	–	–	﹤0.01%	251
2021 Q3	$66K	Hold	18,325	–	–	0.01%	248
2021 Q2	$69K	Hold	18,325	–	–	0.01%	246
2021 Q1	$68K	Hold	18,325	–	–	0.01%	229
2020 Q4	$70K	Hold	18,325	–	–	0.01%	212
2020 Q3	$68K	Hold	18,325	–	–	0.01%	187
2020 Q2	$68K	Hold	18,325	–	–	0.01%	188
2020 Q1	$66K	Hold	18,325	–	–	0.01%	177
2019 Q4	$70K	Hold	18,325	–	–	0.01%	197
2019 Q3	$70K	Hold	18,325	–	–	0.01%	189
2019 Q2	$71K	Hold	18,325	–	–	0.01%	189
2019 Q1	$70K	Hold	18,325	–	–	0.01%	172
2018 Q4	$67K	Hold	18,325	–	–	0.01%	169
2018 Q3	$69K	Hold	18,325	–	–	0.01%	188
2018 Q2	$71K	Hold	18,325	–	–	0.01%	180
2018 Q1	$72K	Hold	18,325	–	–	0.01%	176
2017 Q4	$76K	Hold	18,325	–	–	0.01%	180
2017 Q3	$78K	Hold	18,325	–	–	0.01%	171
2017 Q2	$79K	Hold	18,325	–	–	0.02%	170
2017 Q1	$79K	Buy	+18,325	New	+$79.6K	0.02%	172
2016 Q3	–	Sell	-14,250	Closed	-$66K	–	160
2016 Q2	$66K	Buy	+14,250	New	+$65.7K	0.02%	157

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

Smith Salley Wealth Management's MIN Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2024, closing a stake of 15,760 shares — an estimated $42.2K sold.

Smith Salley Wealth Management first reported a position in MIN in Q2 2016 and held it in 29 quarters. The position peaked at $79K in Q2 2017. 99 funds tracked by Wall St. Rank hold MIN as of Q1 2024.

Smith Salley Wealth Management reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2024 after selling out during the quarter.
Smith Salley Wealth Management sold 15,760 Aberdeen Intermediate Income Fund shares in Q1 2024, an estimated $42.2K.
Smith Salley Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q2 2016 and held it in 29 quarters.
Smith Salley Wealth Management's Aberdeen Intermediate Income Fund position peaked at $79K in Q2 2017.
99 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.