Beaumont Financial Advisors’s Aberdeen Municipal Income Fund MFM Stock Holding History

Beaumont Financial 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
2026 Q1	–	Sell	-11,253	Closed	-$61.1K	–	384
2025 Q4	$61.1K	Buy	+11,253	New	+$60.6K	﹤0.01%	369
2018 Q4	–	Sell	-10,747	Closed	-$70K	–	224
2018 Q3	$70K	Hold	10,747	–	–	0.01%	229
2018 Q2	$71K	Hold	10,747	–	–	0.01%	205
2018 Q1	$70K	Hold	10,747	–	–	0.01%	204
2017 Q4	$74K	Hold	10,747	–	–	0.01%	187
2017 Q3	$77K	Hold	10,747	–	–	0.01%	180
2017 Q2	$76K	Hold	10,747	–	–	0.01%	174
2017 Q1	$75K	Hold	10,747	–	–	0.01%	181
2016 Q4	$71K	Buy	+10,747	New	+$73.8K	0.01%	151
2016 Q3	–	Sell	-10,747	Closed	-$81K	–	150
2016 Q2	$81K	Buy	+10,747	New	+$78.9K	0.01%	138
2016 Q1	–	Sell	-10,747	Closed	-$73K	–	145
2015 Q4	$73K	Buy	+10,747	New	+$70.8K	0.01%	121

Other funds holding MFM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Beaumont Financial Advisors's MFM Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of Aberdeen Municipal Income Fund (MFM) in Q1 2026, closing a stake of 11,253 shares — an estimated $61.1K sold.

Beaumont Financial Advisors first reported a position in MFM in Q4 2015 and held it in 11 quarters. The position peaked at $81K in Q2 2016. 83 funds tracked by Wall St. Rank hold MFM as of Q1 2026.

Beaumont Financial Advisors reported no remaining Aberdeen Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 11,253 Aberdeen Municipal Income Fund shares in Q1 2026, an estimated $61.1K.
Beaumont Financial Advisors first reported a position in Aberdeen Municipal Income Fund in Q4 2015 and held it in 11 quarters.
Beaumont Financial Advisors's Aberdeen Municipal Income Fund position peaked at $81K in Q2 2016.
83 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.