Howard Financial Services’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Howard Financial Services’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
2024 Q2	–	Sell	-10,000	Closed	-$46.3K	–	162
2024 Q1	$46.3K	Hold	10,000	–	–	0.01%	159
2023 Q4	$45.5K	Hold	10,000	–	–	0.01%	153
2023 Q3	$42.6K	Hold	10,000	–	–	0.01%	143
2023 Q2	$45.1K	Sell	10,000 -4,000	-29%	-$18.1K	0.01%	141
2023 Q1	$63.6K	Hold	14,000	–	–	0.02%	139
2022 Q4	$63.1K	Hold	14,000	–	–	0.02%	139
2022 Q3	$59K	Hold	14,000	–	–	0.02%	128
2022 Q2	$64K	Hold	14,000	–	–	0.02%	122
2022 Q1	$74K	Buy	+14,000	New	+$78.1K	0.02%	135
2021 Q3	–	Sell	-10,073	Closed	-$63K	–	132
2021 Q2	$63K	Hold	10,073	–	–	0.02%	124
2021 Q1	$65K	Hold	10,073	–	–	0.03%	123
2020 Q4	$62K	Hold	10,073	–	–	0.03%	110
2020 Q3	$57K	Hold	10,073	–	–	0.04%	96
2020 Q2	$56K	Hold	10,073	–	–	0.04%	87
2020 Q1	$51K	Hold	10,073	–	–	0.05%	78
2019 Q4	$62K	Hold	10,073	–	–	0.04%	96
2019 Q3	$60K	Buy	10,073 +73	+0.7%	+$428	0.04%	92
2019 Q2	$58K	Sell	10,000 -2,000	-17%	-$11.4K	0.04%	90
2019 Q1	$68K	Hold	12,000	–	–	0.05%	91
2018 Q4	$61K	Buy	+12,000	New	+$63.7K	0.05%	86

Other funds holding MMT

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Howard Financial Services's MMT Position: Q2 2024 in Review

Howard Financial Services sold out of Aberdeen Multi-Market Income Fund (MMT) in Q2 2024, closing a stake of 10,000 shares — an estimated $46.3K sold.

Howard Financial Services first reported a position in MMT in Q4 2018 and held it in 20 quarters. The position peaked at $74K in Q1 2022. 77 funds tracked by Wall St. Rank hold MMT as of Q2 2024.

Howard Financial Services reported no remaining Aberdeen Multi-Market Income Fund position as of Q2 2024 after selling out during the quarter.
Howard Financial Services sold 10,000 Aberdeen Multi-Market Income Fund shares in Q2 2024, an estimated $46.3K.
Howard Financial Services first reported a position in Aberdeen Multi-Market Income Fund in Q4 2018 and held it in 20 quarters.
Howard Financial Services's Aberdeen Multi-Market Income Fund position peaked at $74K in Q1 2022.
77 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q2 2024.

Based on Howard Financial Services's 13F filing for Q2 2024, filed 12 Jul 2024.