UB
MIN

UMB Bank’s Aberdeen Intermediate Income Fund MIN Stock Holding History

UMB Bank’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
Q2 		– Sell
-1,000
Closed -$2.66K – 2191
2024
Q1 		$2.66K Hold
1,000
– – ﹤0.01% 1466
2023
Q4 		$2.68K Hold
1,000
– – ﹤0.01% 1472
2023
Q3 		$2.68K Hold
1,000
– – ﹤0.01% 1500
2023
Q2 		$2.74K Hold
1,000
– – ﹤0.01% 1485
2023
Q1 		$2.77K Hold
1,000
– – ﹤0.01% 1489
2022
Q4 		$3K Hold
1,000
– – ﹤0.01% 1509
2022
Q3 		$3K Hold
1,000
– – ﹤0.01% 1545
2022
Q2 		$3K Hold
1,000
– – ﹤0.01% 1672
2022
Q1 		$3K Hold
1,000
– – ﹤0.01% 1765
2021
Q4 		$4K Buy
+1,000
New +$3.61K ﹤0.01% 1689

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

UMB Bank's MIN Position: Q2 2024 in Review

UMB Bank sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2024, closing a stake of 1,000 shares — an estimated $2.66K sold.

UMB Bank first reported a position in MIN in Q4 2021 and held it in 10 quarters. The position peaked at $4K in Q4 2021. 92 funds tracked by Wall St. Rank hold MIN as of Q2 2024.

  • UMB Bank reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 1,000 Aberdeen Intermediate Income Fund shares in Q2 2024, an estimated $2.66K.
  • UMB Bank first reported a position in Aberdeen Intermediate Income Fund in Q4 2021 and held it in 10 quarters.
  • UMB Bank's Aberdeen Intermediate Income Fund position peaked at $4K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.