CWM
MMT

Concert Wealth Management’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Concert Wealth Management’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
2013
Q4 		– Sell
-35,178
Closed -$232K – 554
2013
Q3 		$232K Buy
35,178
+200
+0.6% +$1.29K 0.03% 445
2013
Q2 		$233K Buy
+34,978
New +$256K 0.03% 409

Other funds holding MMT

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Concert Wealth Management's MMT Position: Q4 2013 in Review

Concert Wealth Management sold out of Aberdeen Multi-Market Income Fund (MMT) in Q4 2013, closing a stake of 35,178 shares — an estimated $232K sold.

Concert Wealth Management first reported a position in MMT in Q2 2013 and held it in 2 quarters. The position peaked at $233K in Q2 2013. 81 funds tracked by Wall St. Rank hold MMT as of Q4 2013.

  • Concert Wealth Management reported no remaining Aberdeen Multi-Market Income Fund position as of Q4 2013 after selling out during the quarter.
  • Concert Wealth Management sold 35,178 Aberdeen Multi-Market Income Fund shares in Q4 2013, an estimated $232K.
  • Concert Wealth Management first reported a position in Aberdeen Multi-Market Income Fund in Q2 2013 and held it in 2 quarters.
  • Concert Wealth Management's Aberdeen Multi-Market Income Fund position peaked at $233K in Q2 2013.
  • 81 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q4 2013.

Based on Concert Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.