Corient Private Wealth
MMT

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

Corient 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
Q2 		– Sell
-13,167
Closed -$61K – 2361
2024
Q1 		$61K Hold
13,167
– – ﹤0.01% 2219
2023
Q4 		$59.9K Buy
+13,167
New +$57.1K ﹤0.01% 2188

Other funds holding MMT

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Corient Private Wealth's MMT Position: Q2 2024 in Review

Corient Private Wealth sold out of Aberdeen Multi-Market Income Fund (MMT) in Q2 2024, closing a stake of 13,167 shares — an estimated $61K sold.

Corient Private Wealth first reported a position in MMT in Q4 2023 and held it in 2 quarters. The position peaked at $61K in Q1 2024. 77 funds tracked by Wall St. Rank hold MMT as of Q2 2024.

  • Corient Private Wealth reported no remaining Aberdeen Multi-Market Income Fund position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 13,167 Aberdeen Multi-Market Income Fund shares in Q2 2024, an estimated $61K.
  • Corient Private Wealth first reported a position in Aberdeen Multi-Market Income Fund in Q4 2023 and held it in 2 quarters.
  • Corient Private Wealth's Aberdeen Multi-Market Income Fund position peaked at $61K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q2 2024.

Based on Corient Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.