EWM
MMT

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

Elmwood 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
2019
Q4 		– Sell
-367
Closed -$2K – 186
2019
Q3 		$2K Hold
367
– – ﹤0.01% 247
2019
Q2 		$2K Buy
+367
New +$2.09K ﹤0.01% 264

Other funds holding MMT

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elmwood Wealth Management's MMT Position: Q4 2019 in Review

Elmwood Wealth Management sold out of Aberdeen Multi-Market Income Fund (MMT) in Q4 2019, closing a stake of 367 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in MMT in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 74 funds tracked by Wall St. Rank hold MMT as of Q4 2019.

  • Elmwood Wealth Management reported no remaining Aberdeen Multi-Market Income Fund position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 367 Aberdeen Multi-Market Income Fund shares in Q4 2019, an estimated $2K.
  • Elmwood Wealth Management first reported a position in Aberdeen Multi-Market Income Fund in Q2 2019 and held it in 2 quarters.
  • Elmwood Wealth Management's Aberdeen Multi-Market Income Fund position peaked at $2K in Q3 2019.
  • 74 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.