Accel Wealth Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

Accel Wealth Management’s Portfolio MFM Stock Details MFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,250	Closed	-$12K	–	584
2023 Q1	$12K	Hold	2,250	–	–	﹤0.01%	841
2022 Q4	$11.7K	Hold	2,250	–	–	0.01%	676
2022 Q3	$11K	Buy	2,250 +25	+1%	+$138	0.01%	713
2022 Q2	$13K	Buy	2,225 +26	+1%	+$146	0.01%	643
2022 Q1	$14K	Buy	2,199 +23	+1%	+$149	0.01%	643
2021 Q4	$15K	Buy	2,176 +23	+1%	+$160	0.01%	626
2021 Q3	$15K	Buy	2,153 +22	+1%	+$159	0.01%	556
2021 Q2	$15K	Buy	2,131 +24	+1%	+$169	0.01%	610
2021 Q1	$14K	Buy	2,107 +24	+1%	+$161	0.01%	593
2020 Q4	$14K	Buy	+2,083	New	+$13.6K	0.01%	564

Other funds holding MFM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Accel Wealth Management's MFM Position: Q2 2023 in Review

Accel Wealth Management sold out of Aberdeen Municipal Income Fund (MFM) in Q2 2023, closing a stake of 2,250 shares — an estimated $12K sold.

Accel Wealth Management first reported a position in MFM in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 69 funds tracked by Wall St. Rank hold MFM as of Q2 2023.

Accel Wealth Management reported no remaining Aberdeen Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,250 Aberdeen Municipal Income Fund shares in Q2 2023, an estimated $12K.
Accel Wealth Management first reported a position in Aberdeen Municipal Income Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Aberdeen Municipal Income Fund position peaked at $15K in Q4 2021.
69 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.