BBPWM
MFM

Blue Bell Private Wealth Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

Blue Bell Private 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
2026
Q1 		$208K Hold
38,571
– – 0.03% 262
2025
Q4 		$209K Sell
38,571
-1,377
-3% -$7.42K 0.03% 252
2025
Q3 		$215K Buy
39,948
+1,600
+4% +$8.29K 0.03% 242
2025
Q2 		$198K Buy
38,348
+7,334
+24% +$37.7K 0.03% 231
2025
Q1 		$164K Buy
31,014
+887
+3% +$4.82K 0.03% 244
2024
Q4 		$161K Sell
30,127
-1,561
-5% -$8.7K 0.03% 229
2024
Q3 		$181K Buy
31,688
+16,287
+106% +$90.2K 0.03% 221
2024
Q2 		$84.1K Buy
15,401
+2,501
+19% +$13.1K 0.02% 293
2024
Q1 		$69.3K Buy
+12,900
New +$67.8K 0.01% 309

Other funds holding MFM

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAM
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return