SAM
MIN

Synergy Asset Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Synergy Asset Management’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
-517
Closed -$8.43K – 544
2024
Q4 		$8.43K Buy
+517
New +$8.39K ﹤0.01% 500

Other funds holding MIN

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Allspring Global Investments
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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Synergy Asset Management's MIN Position: Q1 2025 in Review

Synergy Asset Management sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2025, closing a stake of 517 shares — an estimated $8.43K sold.

Synergy Asset Management first reported a position in MIN in Q4 2024 and held it in 1 quarter. The position peaked at $8.43K in Q4 2024. 90 funds tracked by Wall St. Rank hold MIN as of Q1 2025.

  • Synergy Asset Management reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 517 Aberdeen Intermediate Income Fund shares in Q1 2025, an estimated $8.43K.
  • Synergy Asset Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Aberdeen Intermediate Income Fund position peaked at $8.43K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.