SSG
MIN

Summit Securities Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-9,645
Closed -$26K – 800
2024
Q3 		$26K Buy
+9,645
New +$26.3K 0.01% 305
2024
Q2 		– Sell
-5,950
Closed -$16K – 692
2024
Q1 		$16K Buy
+5,950
New +$16.2K ﹤0.01% 322

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's MIN Position: Q4 2024 in Review

Summit Securities Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2024, closing a stake of 9,645 shares — an estimated $26K sold.

Summit Securities Group first reported a position in MIN in Q1 2024 and held it in 2 quarters. The position peaked at $26K in Q3 2024. 88 funds tracked by Wall St. Rank hold MIN as of Q4 2024.

  • Summit Securities Group reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 9,645 Aberdeen Intermediate Income Fund shares in Q4 2024, an estimated $26K.
  • Summit Securities Group first reported a position in Aberdeen Intermediate Income Fund in Q1 2024 and held it in 2 quarters.
  • Summit Securities Group's Aberdeen Intermediate Income Fund position peaked at $26K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.