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
-1,608
Closed -$26K – 800
2024
Q3 		$26K Buy
+1,608
New +$26.3K 0.01% 305
2024
Q2 		– Sell
-992
Closed -$16K – 692
2024
Q1 		$16K Buy
+992
New +$16.3K ﹤0.01% 322

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 1,608 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. 87 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 1,608 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.
  • 87 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.