Cary Street Partners Investment Advisory’s Aberdeen Municipal Income Fund MFM Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-321	Closed	-$1.46K	–	1342
2023 Q3	$1.46K	Hold	321	–	–	﹤0.01%	1701
2023 Q2	$1.64K	Hold	321	–	–	﹤0.01%	1611
2023 Q1	$1.71K	Hold	321	–	–	﹤0.01%	1520
2022 Q4	$1.66K	Buy	+321	New	+$1.6K	﹤0.01%	1528

Other funds holding MFM

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's MFM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Aberdeen Municipal Income Fund (MFM) in Q4 2023, closing a stake of 321 shares — an estimated $1.46K sold.

Cary Street Partners Investment Advisory first reported a position in MFM in Q4 2022 and held it in 4 quarters. The position peaked at $1.71K in Q1 2023. 82 funds tracked by Wall St. Rank hold MFM as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Aberdeen Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 321 Aberdeen Municipal Income Fund shares in Q4 2023, an estimated $1.46K.
Cary Street Partners Investment Advisory first reported a position in Aberdeen Municipal Income Fund in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Aberdeen Municipal Income Fund position peaked at $1.71K in Q1 2023.
82 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.