Evoke Wealth’s Aberdeen Municipal Income Fund MFM Stock Holding History

Evoke Wealth’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
2022 Q1	–	Sell	-33,350	Closed	-$233K	–	1221
2021 Q4	$233K	Hold	33,350	–	–	0.01%	342
2021 Q3	$233K	Hold	33,350	–	–	0.01%	323
2021 Q2	$238K	Hold	33,350	–	–	0.01%	324
2021 Q1	$227K	Hold	33,350	–	–	0.01%	289
2020 Q4	$223K	Hold	33,350	–	–	0.02%	223
2020 Q3	$214K	Hold	33,350	–	–	0.02%	202
2020 Q2	$208K	Hold	33,350	–	–	0.02%	194
2020 Q1	$213K	Hold	33,350	–	–	0.03%	175
2019 Q4	$236K	Hold	33,350	–	–	0.03%	201
2019 Q3	$235K	Buy	+33,350	New	+$235K	0.03%	233

Other funds holding MFM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Evoke Wealth's MFM Position: Q1 2022 in Review

Evoke Wealth sold out of Aberdeen Municipal Income Fund (MFM) in Q1 2022, closing a stake of 33,350 shares — an estimated $233K sold.

Evoke Wealth first reported a position in MFM in Q3 2019 and held it in 10 quarters. The position peaked at $238K in Q2 2021. 70 funds tracked by Wall St. Rank hold MFM as of Q1 2022.

Evoke Wealth reported no remaining Aberdeen Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 33,350 Aberdeen Municipal Income Fund shares in Q1 2022, an estimated $233K.
Evoke Wealth first reported a position in Aberdeen Municipal Income Fund in Q3 2019 and held it in 10 quarters.
Evoke Wealth's Aberdeen Municipal Income Fund position peaked at $238K in Q2 2021.
70 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.