Lido Advisors
MMT

Lido Advisors’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Lido Advisors’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
2022
Q4 		– Sell
-14,870
Closed -$62K – 1066
2022
Q3 		$62K Hold
14,870
– – ﹤0.01% 918
2022
Q2 		$67K Hold
14,870
– – ﹤0.01% 911
2022
Q1 		$78K Sell
14,870
-1,250
-8% -$6.98K ﹤0.01% 972
2021
Q4 		$103K Hold
16,120
– – ﹤0.01% 973
2021
Q3 		$105K Buy
16,120
+1,250
+8% +$7.97K ﹤0.01% 940
2021
Q2 		$93K Hold
14,870
– – ﹤0.01% 889
2021
Q1 		$96K Hold
14,870
– – ﹤0.01% 824
2020
Q4 		$90K Hold
14,870
– – ﹤0.01% 793
2020
Q3 		$84K Sell
14,870
-891
-6% -$5.18K ﹤0.01% 620
2020
Q2 		$88K Sell
15,761
-27,638
-64% -$151K ﹤0.01% 584
2020
Q1 		$218K Sell
43,399
-3,054
-7% -$17.7K 0.01% 497
2019
Q4 		$284K Sell
46,453
-3,925
-8% -$23.7K 0.01% 518
2019
Q3 		$298K Sell
50,378
-6,509
-11% -$38.1K 0.02% 452
2019
Q2 		$331K Buy
56,887
+1,913
+3% +$10.9K 0.02% 402
2019
Q1 		$312K Sell
54,974
-76,890
-58% -$426K 0.02% 378
2018
Q4 		$675K Buy
131,864
+60,440
+85% +$321K 0.07% 184
2018
Q3 		$394K Buy
71,424
+25,426
+55% +$142K 0.04% 285
2018
Q2 		$259K Buy
45,998
+16,621
+57% +$94.3K 0.03% 340
2018
Q1 		$169K Buy
29,377
+16,310
+125% +$95.6K 0.02% 376
2017
Q4 		$79K Sell
13,067
-48
-0.4% -$294 0.01% 301
2017
Q3 		$80K Buy
+13,115
New +$81.4K 0.01% 277

Other funds holding MMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lido Advisors's MMT Position: Q4 2022 in Review

Lido Advisors sold out of Aberdeen Multi-Market Income Fund (MMT) in Q4 2022, closing a stake of 14,870 shares — an estimated $62K sold.

Lido Advisors first reported a position in MMT in Q3 2017 and held it in 21 quarters. The position peaked at $675K in Q4 2018. 77 funds tracked by Wall St. Rank hold MMT as of Q4 2022.

  • Lido Advisors reported no remaining Aberdeen Multi-Market Income Fund position as of Q4 2022 after selling out during the quarter.
  • Lido Advisors sold 14,870 Aberdeen Multi-Market Income Fund shares in Q4 2022, an estimated $62K.
  • Lido Advisors first reported a position in Aberdeen Multi-Market Income Fund in Q3 2017 and held it in 21 quarters.
  • Lido Advisors's Aberdeen Multi-Market Income Fund position peaked at $675K in Q4 2018.
  • 77 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q4 2022.

Based on Lido Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.