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
-3,100
Closed -$8.43K – 544
2024
Q4 		$8.43K Buy
+3,100
New +$8.39K ﹤0.01% 500

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 3,100 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 3,100 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.