CA
MFM

Clearstead Advisors’s Aberdeen Municipal Income Fund MFM Stock Holding History

Clearstead 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
2024
Q3 		– Sell
-248
Closed -$1.35K – 2084
2024
Q2 		$1.35K Hold
248
– – ﹤0.01% 1868
2024
Q1 		$1.3K Sell
248
-124
-33% -$652 ﹤0.01% 1373
2023
Q4 		$1.92K Sell
372
-372
-50% -$1.79K ﹤0.01% 1293
2023
Q3 		$3.39K Buy
744
+264
+55% +$1.32K ﹤0.01% 1317
2023
Q2 		$2.45K Buy
+480
New +$2.46K ﹤0.01% 1116
2023
Q1 		– Sell
-501
Closed -$2.6K – 1404
2022
Q4 		$2.6K Buy
+501
New +$2.49K ﹤0.01% 1054

Other funds holding MFM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Clearstead Advisors's MFM Position: Q3 2024 in Review

Clearstead Advisors sold out of Aberdeen Municipal Income Fund (MFM) in Q3 2024, closing a stake of 248 shares — an estimated $1.35K sold.

Clearstead Advisors first reported a position in MFM in Q4 2022 and held it in 6 quarters. The position peaked at $3.39K in Q3 2023. 77 funds tracked by Wall St. Rank hold MFM as of Q3 2024.

  • Clearstead Advisors reported no remaining Aberdeen Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Clearstead Advisors sold 248 Aberdeen Municipal Income Fund shares in Q3 2024, an estimated $1.35K.
  • Clearstead Advisors first reported a position in Aberdeen Municipal Income Fund in Q4 2022 and held it in 6 quarters.
  • Clearstead Advisors's Aberdeen Municipal Income Fund position peaked at $3.39K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.