JMPWA
MFM

JP Morgan Private Wealth Advisors’s Aberdeen Municipal Income Fund MFM Stock Holding History

JP Morgan Private Wealth Advisors’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
2018
Q4 		– Sell
-20,385
Closed -$132K – 1539
2018
Q3 		$132K Hold
20,385
– – ﹤0.01% 1514
2018
Q2 		$134K Sell
20,385
-33,350
-62% -$219K ﹤0.01% 1403
2018
Q1 		$350K Buy
53,735
+33,350
+164% +$223K ﹤0.01% 992
2017
Q4 		$140K Hold
20,385
– – ﹤0.01% 1216
2017
Q3 		$147K Hold
20,385
– – ﹤0.01% 1180
2017
Q2 		$145K Buy
20,385
+92
+0.5% +$655 ﹤0.01% 1173
2017
Q1 		$141K Buy
20,293
+274
+1% +$1.88K ﹤0.01% 1280
2016
Q4 		$133K Buy
20,019
+272
+1% +$1.87K ﹤0.01% 1196
2016
Q3 		$148K Buy
19,747
+248
+1% +$1.84K ﹤0.01% 1171
2016
Q2 		$148K Sell
19,499
-33,106
-63% -$243K ﹤0.01% 1187
2016
Q1 		$376K Buy
52,605
+255
+0.5% +$1.78K ﹤0.01% 860
2015
Q4 		$356K Buy
+52,350
New +$345K ﹤0.01% 803

Other funds holding MFM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MFM Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Aberdeen Municipal Income Fund (MFM) in Q4 2018, closing a stake of 20,385 shares — an estimated $132K sold.

JP Morgan Private Wealth Advisors first reported a position in MFM in Q4 2015 and held it in 12 quarters. The position peaked at $376K in Q1 2016. 67 funds tracked by Wall St. Rank hold MFM as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Aberdeen Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,385 Aberdeen Municipal Income Fund shares in Q4 2018, an estimated $132K.
  • JP Morgan Private Wealth Advisors first reported a position in Aberdeen Municipal Income Fund in Q4 2015 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Aberdeen Municipal Income Fund position peaked at $376K in Q1 2016.
  • 67 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.