AIA
MFM

Allegis Investment Advisors’s Aberdeen Municipal Income Fund MFM Stock Holding History

Allegis Investment Advisors’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
2017
Q3 		– Sell
-50,000
Closed -$356K – 271
2017
Q2 		$356K Hold
50,000
– – 0.09% 188
2017
Q1 		$348K Hold
50,000
– – 0.09% 188
2016
Q4 		$332K Buy
+50,000
New +$343K 0.1% 170

Other funds holding MFM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allegis Investment Advisors's MFM Position: Q3 2017 in Review

Allegis Investment Advisors sold out of Aberdeen Municipal Income Fund (MFM) in Q3 2017, closing a stake of 50,000 shares — an estimated $356K sold.

Allegis Investment Advisors first reported a position in MFM in Q4 2016 and held it in 3 quarters. The position peaked at $356K in Q2 2017. 48 funds tracked by Wall St. Rank hold MFM as of Q3 2017.

  • Allegis Investment Advisors reported no remaining Aberdeen Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 50,000 Aberdeen Municipal Income Fund shares in Q3 2017, an estimated $356K.
  • Allegis Investment Advisors first reported a position in Aberdeen Municipal Income Fund in Q4 2016 and held it in 3 quarters.
  • Allegis Investment Advisors's Aberdeen Municipal Income Fund position peaked at $356K in Q2 2017.
  • 48 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q3 2017.

Based on Allegis Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.