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	-52	Closed	-$835	–	4101
2024 Q4	$835	Hold	52	–	–	﹤0.01%	3782
2024 Q3	$854	Hold	52	–	–	﹤0.01%	3545
2024 Q2	$835	Hold	52	–	–	﹤0.01%	3415
2024 Q1	$835	Hold	52	–	–	﹤0.01%	3387
2023 Q4	$842	Hold	52	–	–	﹤0.01%	3321
2023 Q3	$842	Hold	52	–	–	﹤0.01%	3209
2023 Q2	$860	Hold	52	–	–	﹤0.01%	3147
2023 Q1	$870	Sell	52 -53	-50%	-$899	﹤0.01%	3130
2022 Q4	$1.73K	Hold	105	–	–	﹤0.01%	3045
2022 Q3	$2K	Hold	105	–	–	﹤0.01%	3036
2022 Q2	$2K	Hold	105	–	–	﹤0.01%	3017
2022 Q1	$2K	Buy	+105	New	+$2.08K	﹤0.01%	3095
2018 Q4	–	Sell	-46	Closed	-$1K	–	1589
2018 Q3	$1K	Buy	46 +1	+2%	+$23	﹤0.01%	2505
2018 Q2	$1K	Sell	45 -24	-35%	-$558	﹤0.01%	2360
2018 Q1	$1K	Buy	69 +25	+57%	+$598	﹤0.01%	2144
2017 Q4	$1K	Buy	44 +18	+69%	+$452	﹤0.01%	1794
2017 Q3	$0	Hold	26	–	–	﹤0.01%	1724
2017 Q2	$0	Hold	26	–	–	﹤0.01%	1668
2017 Q1	$0	Buy	+26	New	+$677	﹤0.01%	1540

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 52 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 52 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.