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

Kelly 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
2021 Q2	–	Sell	-447	Closed	-$2.9K	–	654
2021 Q1	$2.9K	Buy	447 +9	+2%	+$56	﹤0.01%	467
2020 Q4	$2.68K	Buy	438 +9	+2%	+$53	﹤0.01%	436
2020 Q3	$2.41K	Buy	429 +9	+2%	+$52	﹤0.01%	414
2020 Q2	$2.34K	Buy	420 +9	+2%	+$49	﹤0.01%	414
2020 Q1	$2.07K	Buy	411 +9	+2%	+$52	﹤0.01%	387
2019 Q4	$2.46K	Buy	402 +8	+2%	+$48	﹤0.01%	390
2019 Q3	$2.33K	Buy	394 +9	+2%	+$53	﹤0.01%	383
2019 Q2	$2.25K	Buy	385 +8	+2%	+$46	﹤0.01%	370
2019 Q1	$2.14K	Buy	+377	New	+$2.09K	﹤0.01%	368

Other funds holding MMT

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kelly Financial Services's MMT Position: Q2 2021 in Review

Kelly Financial Services sold out of Aberdeen Multi-Market Income Fund (MMT) in Q2 2021, closing a stake of 447 shares — an estimated $2.9K sold.

Kelly Financial Services first reported a position in MMT in Q1 2019 and held it in 9 quarters. The position peaked at $2.9K in Q1 2021. 68 funds tracked by Wall St. Rank hold MMT as of Q2 2021.

Kelly Financial Services reported no remaining Aberdeen Multi-Market Income Fund position as of Q2 2021 after selling out during the quarter.
Kelly Financial Services sold 447 Aberdeen Multi-Market Income Fund shares in Q2 2021, an estimated $2.9K.
Kelly Financial Services first reported a position in Aberdeen Multi-Market Income Fund in Q1 2019 and held it in 9 quarters.
Kelly Financial Services's Aberdeen Multi-Market Income Fund position peaked at $2.9K in Q1 2021.
68 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.