Institutional & Family Asset Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

Institutional & Family Asset Management’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 Q2	$24.3K	Hold	4,449	–	–	﹤0.01%	315
2024 Q1	$23.9K	Hold	4,449	–	–	﹤0.01%	311
2023 Q4	$23K	Hold	4,449	–	–	﹤0.01%	305
2023 Q3	$20.2K	Hold	4,449	–	–	﹤0.01%	304
2023 Q2	$22.7K	Hold	4,449	–	–	﹤0.01%	298
2023 Q1	$23.8K	Hold	4,449	–	–	﹤0.01%	289
2022 Q4	$23K	Buy	+4,449	New	+$22.1K	﹤0.01%	291

Other funds holding MFM

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

AAM

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Institutional & Family Asset Management's MFM Position: Q2 2024 in Review

Institutional & Family Asset Management held its Aberdeen Municipal Income Fund (MFM) position steady in Q2 2024 at 4,449 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Institutional & Family Asset Management first reported a position in MFM in Q4 2022 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold MFM as of Q2 2024.

Institutional & Family Asset Management held 4,449 shares of Aberdeen Municipal Income Fund worth $24.3K as of Q2 2024.
Institutional & Family Asset Management left its Aberdeen Municipal Income Fund share count unchanged in Q2 2024.
Aberdeen Municipal Income Fund made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #315 holding.
Institutional & Family Asset Management first reported a position in Aberdeen Municipal Income Fund in Q4 2022 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.