FFG
MMT

Fortem Financial Group’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-5,000
Closed -$31K – 337
2020
Q4 		$31K Buy
+5,000
New +$29.6K 0.02% 281

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fortem Financial Group's MMT Position: Q1 2021 in Review

Fortem Financial Group sold out of Aberdeen Multi-Market Income Fund (MMT) in Q1 2021, closing a stake of 5,000 shares — an estimated $31K sold.

Fortem Financial Group first reported a position in MMT in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 75 funds tracked by Wall St. Rank hold MMT as of Q1 2021.

  • Fortem Financial Group reported no remaining Aberdeen Multi-Market Income Fund position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 5,000 Aberdeen Multi-Market Income Fund shares in Q1 2021, an estimated $31K.
  • Fortem Financial Group first reported a position in Aberdeen Multi-Market Income Fund in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Aberdeen Multi-Market Income Fund position peaked at $31K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.