GLLW
MFM

Graves Light Lenhart Wealth’s Aberdeen Municipal Income Fund MFM Stock Holding History

Graves Light Lenhart 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
2023
Q2 		– Sell
-6,106
Closed -$32.6K – 201
2023
Q1 		$32.6K Buy
+6,106
New +$31.7K 0.01% 177
2022
Q3 		– Sell
-6,106
Closed -$33K – 404
2022
Q2 		$33K Hold
6,106
– – 0.01% 351
2022
Q1 		$37K Hold
6,106
– – 0.01% 388
2021
Q4 		$43K Hold
6,106
– – 0.01% 422
2021
Q3 		$43K Hold
6,106
– – 0.01% 395
2021
Q2 		$44K Hold
6,106
– – 0.01% 399
2021
Q1 		$42K Hold
6,106
– – 0.01% 404
2020
Q4 		$41K Buy
+6,106
New +$39.8K 0.01% 399

Other funds holding MFM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Graves Light Lenhart Wealth's MFM Position: Q2 2023 in Review

Graves Light Lenhart Wealth sold out of Aberdeen Municipal Income Fund (MFM) in Q2 2023, closing a stake of 6,106 shares — an estimated $32.6K sold.

Graves Light Lenhart Wealth first reported a position in MFM in Q4 2020 and held it in 8 quarters. The position peaked at $44K in Q2 2021. 69 funds tracked by Wall St. Rank hold MFM as of Q2 2023.

  • Graves Light Lenhart Wealth reported no remaining Aberdeen Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 6,106 Aberdeen Municipal Income Fund shares in Q2 2023, an estimated $32.6K.
  • Graves Light Lenhart Wealth first reported a position in Aberdeen Municipal Income Fund in Q4 2020 and held it in 8 quarters.
  • Graves Light Lenhart Wealth's Aberdeen Municipal Income Fund position peaked at $44K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.