CA
MFM

Calton & Associates’s Aberdeen Municipal Income Fund MFM Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-2,780
Closed -$19K – 907
2017
Q4 		$19K Buy
+2,780
New +$19.4K ﹤0.01% 896

Other funds holding MFM

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Calton & Associates's MFM Position: Q1 2018 in Review

Calton & Associates sold out of Aberdeen Municipal Income Fund (MFM) in Q1 2018, closing a stake of 2,780 shares — an estimated $19K sold.

Calton & Associates first reported a position in MFM in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 52 funds tracked by Wall St. Rank hold MFM as of Q1 2018.

  • Calton & Associates reported no remaining Aberdeen Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,780 Aberdeen Municipal Income Fund shares in Q1 2018, an estimated $19K.
  • Calton & Associates first reported a position in Aberdeen Municipal Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Aberdeen Municipal Income Fund position peaked at $19K in Q4 2017.
  • 52 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.