Stifel Financial
MIN

Stifel Financial’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Stifel Financial’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
Q3 		– Sell
-10,275
Closed -$27.3K – 3428
2024
Q2 		$27.3K Sell
10,275
-78
-0.8% -$204 ﹤0.01% 3310
2024
Q1 		$27.5K Buy
10,353
+78
+0.8% +$213 ﹤0.01% 3293
2023
Q4 		$27.5K Hold
10,275
– – ﹤0.01% 3255
2023
Q3 		$27.5K Buy
10,275
+1
+0% +$3 ﹤0.01% 3228
2023
Q2 		$28.2K Buy
10,274
+209
+2% +$582 ﹤0.01% 3266
2023
Q1 		$27.9K Buy
+10,065
New +$28.5K ﹤0.01% 3271
2021
Q1 		– Sell
-10,456
Closed -$40K – 3258
2020
Q4 		$40K Buy
+10,456
New +$39.4K ﹤0.01% 2997
2018
Q2 		– Sell
-12,645
Closed -$49K – 2763
2018
Q1 		$49K Sell
12,645
-515
-4% -$2.05K ﹤0.01% 2623
2017
Q4 		$54K Sell
13,160
-32,610
-71% -$137K ﹤0.01% 2586
2017
Q3 		$195K Sell
45,770
-285
-0.6% -$1.23K ﹤0.01% 2391
2017
Q2 		$198K Buy
46,055
+300
+0.7% +$1.3K ﹤0.01% 2355
2017
Q1 		$195K Hold
45,755
– – ﹤0.01% 2336
2016
Q4 		$204K Buy
45,755
+690
+2% +$3.04K ﹤0.01% 2249
2016
Q3 		$203K Buy
45,065
+25,500
+130% +$117K ﹤0.01% 2175
2016
Q2 		$91K Sell
19,565
-1,500
-7% -$6.91K ﹤0.01% 2391
2016
Q1 		$97K Buy
21,065
+1,500
+8% +$6.83K ﹤0.01% 2113
2015
Q4 		$89K Buy
19,565
+275
+1% +$1.25K ﹤0.01% 2241
2015
Q3 		$87K Sell
19,290
-697
-3% -$3.19K ﹤0.01% 2146
2015
Q2 		$92K Sell
19,987
-6,560
-25% -$31.4K ﹤0.01% 2267
2015
Q1 		$129K Hold
26,547
– – ﹤0.01% 2177
2014
Q4 		$128K Buy
26,547
+8,225
+45% +$41K ﹤0.01% 2163
2014
Q3 		$92K Hold
18,322
– – ﹤0.01% 2116
2014
Q2 		$97K Hold
18,322
– – ﹤0.01% 2104
2014
Q1 		$95K Buy
+18,322
New +$96.3K ﹤0.01% 2014

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial's MIN Position: Q3 2024 in Review

Stifel Financial sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2024, closing a stake of 10,275 shares — an estimated $27.3K sold.

Stifel Financial first reported a position in MIN in Q1 2014 and held it in 24 quarters. The position peaked at $204K in Q4 2016. 98 funds tracked by Wall St. Rank hold MIN as of Q3 2024.

  • Stifel Financial reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 10,275 Aberdeen Intermediate Income Fund shares in Q3 2024, an estimated $27.3K.
  • Stifel Financial first reported a position in Aberdeen Intermediate Income Fund in Q1 2014 and held it in 24 quarters.
  • Stifel Financial's Aberdeen Intermediate Income Fund position peaked at $204K in Q4 2016.
  • 98 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.