BFPW
MMT

BOK Financial Private Wealth’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

BOK Financial Private Wealth’s Portfolio MMT Stock Details MMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-52,748
Closed -$240K – 518
2023
Q4 		$240K Buy
+52,748
New +$229K 0.02% 154

Other funds holding MMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BOK Financial Private Wealth's MMT Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Aberdeen Multi-Market Income Fund (MMT) in Q1 2024, closing a stake of 52,748 shares — an estimated $240K sold.

BOK Financial Private Wealth first reported a position in MMT in Q4 2023 and held it in 1 quarter. The position peaked at $240K in Q4 2023. 79 funds tracked by Wall St. Rank hold MMT as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Aberdeen Multi-Market Income Fund position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 52,748 Aberdeen Multi-Market Income Fund shares in Q1 2024, an estimated $240K.
  • BOK Financial Private Wealth first reported a position in Aberdeen Multi-Market Income Fund in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Aberdeen Multi-Market Income Fund position peaked at $240K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.