FPCP
MFM

Fort Point Capital Partners’s Aberdeen Municipal Income Fund MFM Stock Holding History

Fort Point Capital Partners’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
-138,907
Closed -$758K – 315
2024
Q2 		$758K Buy
138,907
+15,967
+13% +$83.3K 0.1% 150
2024
Q1 		$660K Buy
122,940
+69,365
+129% +$365K 0.09% 162
2023
Q4 		$277K Buy
53,575
+28,667
+115% +$138K 0.04% 251
2023
Q3 		$113K Buy
24,908
+13,037
+110% +$65.4K 0.02% 274
2023
Q2 		$60.5K Buy
+11,871
New +$60.7K 0.01% 286

Other funds holding MFM

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Pathstone Holdings
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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

Fort Point Capital Partners's MFM Position: Q3 2024 in Review

Fort Point Capital Partners sold out of Aberdeen Municipal Income Fund (MFM) in Q3 2024, closing a stake of 138,907 shares — an estimated $758K sold.

Fort Point Capital Partners first reported a position in MFM in Q2 2023 and held it in 5 quarters. The position peaked at $758K in Q2 2024. 77 funds tracked by Wall St. Rank hold MFM as of Q3 2024.

  • Fort Point Capital Partners reported no remaining Aberdeen Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 138,907 Aberdeen Municipal Income Fund shares in Q3 2024, an estimated $758K.
  • Fort Point Capital Partners first reported a position in Aberdeen Municipal Income Fund in Q2 2023 and held it in 5 quarters.
  • Fort Point Capital Partners's Aberdeen Municipal Income Fund position peaked at $758K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.