Kovitz Investment Group Partners’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-21,137	Closed	-$103K	–	1248
2024 Q3	$103K	Buy	+21,137	New	+$101K	﹤0.01%	978
2017 Q4	–	Sell	-384,873	Closed	-$2.4M	–	162
2017 Q3	$2.4M	Sell	384,873 -323,355	-46%	-$2.01M	0.12%	54
2017 Q2	$4.39M	Sell	708,228 -1,505	-0.2%	-$9.3K	0.23%	40
2017 Q1	$4.34M	Hold	709,733	–	–	0.24%	43
2016 Q4	$4.3M	Sell	709,733 -2,730	-0.4%	-$16.2K	0.25%	37
2016 Q3	$4.34M	Sell	712,463 -5,511	-0.8%	-$33.8K	0.27%	43
2016 Q2	$4.34M	Sell	717,974 -17,925	-2%	-$106K	0.3%	44
2016 Q1	$4.29M	Buy	+735,899	New	+$4.09M	0.25%	44

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

SFS

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

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

Kovitz Investment Group Partners's MMT Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Aberdeen Multi-Market Income Fund (MMT) in Q4 2024, closing a stake of 21,137 shares — an estimated $103K sold.

Kovitz Investment Group Partners first reported a position in MMT in Q1 2016 and held it in 8 quarters. The position peaked at $4.39M in Q2 2017. 87 funds tracked by Wall St. Rank hold MMT as of Q4 2024.

Kovitz Investment Group Partners reported no remaining Aberdeen Multi-Market Income Fund position as of Q4 2024 after selling out during the quarter.
Kovitz Investment Group Partners sold 21,137 Aberdeen Multi-Market Income Fund shares in Q4 2024, an estimated $103K.
Kovitz Investment Group Partners first reported a position in Aberdeen Multi-Market Income Fund in Q1 2016 and held it in 8 quarters.
Kovitz Investment Group Partners's Aberdeen Multi-Market Income Fund position peaked at $4.39M in Q2 2017.
87 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.