WA
MIN

Westfuller Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Westfuller Advisors’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
-10,110
Closed -$27.5K – 93
2024
Q3 		$27.5K Buy
+10,110
New +$27.5K 0.02% 82

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

Westfuller Advisors's MIN Position: Q4 2024 in Review

Westfuller Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2024, closing a stake of 10,110 shares — an estimated $27.5K sold.

Westfuller Advisors first reported a position in MIN in Q3 2024 and held it in 1 quarter. The position peaked at $27.5K in Q3 2024. 88 funds tracked by Wall St. Rank hold MIN as of Q4 2024.

  • Westfuller Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Westfuller Advisors sold 10,110 Aberdeen Intermediate Income Fund shares in Q4 2024, an estimated $27.5K.
  • Westfuller Advisors first reported a position in Aberdeen Intermediate Income Fund in Q3 2024 and held it in 1 quarter.
  • Westfuller Advisors's Aberdeen Intermediate Income Fund position peaked at $27.5K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2024.

Based on Westfuller Advisors's 13F filing for Q4 2024, filed 20 Feb 2025.