LWM
MMT

Liberty Wealth Management’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Liberty Wealth Management’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
2020
Q2 		– Sell
-711
Closed -$4K – 938
2020
Q1 		$4K Buy
+711
New +$4.13K ﹤0.01% 633

Other funds holding MMT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty Wealth Management's MMT Position: Q2 2020 in Review

Liberty Wealth Management sold out of Aberdeen Multi-Market Income Fund (MMT) in Q2 2020, closing a stake of 711 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in MMT in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 70 funds tracked by Wall St. Rank hold MMT as of Q2 2020.

  • Liberty Wealth Management reported no remaining Aberdeen Multi-Market Income Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 711 Aberdeen Multi-Market Income Fund shares in Q2 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Aberdeen Multi-Market Income Fund in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Aberdeen Multi-Market Income Fund position peaked at $4K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.