Steward Partners Investment Advisory’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Steward Partners Investment Advisory’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
2025 Q1	–	Sell	-314	Closed	-$835	–	4101
2024 Q4	$835	Hold	314	–	–	﹤0.01%	3782
2024 Q3	$854	Hold	314	–	–	﹤0.01%	3545
2024 Q2	$835	Hold	314	–	–	﹤0.01%	3415
2024 Q1	$835	Hold	314	–	–	﹤0.01%	3387
2023 Q4	$842	Hold	314	–	–	﹤0.01%	3321
2023 Q3	$842	Hold	314	–	–	﹤0.01%	3209
2023 Q2	$860	Hold	314	–	–	﹤0.01%	3147
2023 Q1	$870	Sell	314 -314	-50%	-$888	﹤0.01%	3130
2022 Q4	$1.73K	Hold	628	–	–	﹤0.01%	3045
2022 Q3	$2K	Hold	628	–	–	﹤0.01%	3036
2022 Q2	$2K	Hold	628	–	–	﹤0.01%	3017
2022 Q1	$2K	Buy	+628	New	+$2.07K	﹤0.01%	3095
2018 Q4	–	Sell	-274	Closed	-$1K	–	1589
2018 Q3	$1K	Buy	274 +4	+1%	+$15	﹤0.01%	2505
2018 Q2	$1K	Sell	270 -146	-35%	-$566	﹤0.01%	2360
2018 Q1	$1K	Buy	416 +154	+59%	+$614	﹤0.01%	2144
2017 Q4	$1K	Buy	262 +104	+66%	+$436	﹤0.01%	1794
2017 Q3	$0	Buy	158 +3	+2%	+$13	﹤0.01%	1724
2017 Q2	$0	Buy	155 +1	+0.6%	+$4	﹤0.01%	1668
2017 Q1	$0	Buy	+154	New	+$669	﹤0.01%	1540

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

1CP

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Steward Partners Investment Advisory's MIN Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2025, closing a stake of 314 shares — an estimated $835 sold.

Steward Partners Investment Advisory first reported a position in MIN in Q1 2017 and held it in 19 quarters. The position peaked at $2K in Q3 2022. 90 funds tracked by Wall St. Rank hold MIN as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 314 Aberdeen Intermediate Income Fund shares in Q1 2025, an estimated $835.
Steward Partners Investment Advisory first reported a position in Aberdeen Intermediate Income Fund in Q1 2017 and held it in 19 quarters.
Steward Partners Investment Advisory's Aberdeen Intermediate Income Fund position peaked at $2K in Q3 2022.
90 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.