MPWT
VFL

MassMutual Private Wealth & Trust’s abrdn National Municipal Income Fund VFL Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-475
Closed -$4.09K – 2101
2023
Q3 		$4.09K Hold
475
– – ﹤0.01% 1313
2023
Q2 		$4.77K Buy
+475
New +$4.86K ﹤0.01% 1224

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

MassMutual Private Wealth & Trust's VFL Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of abrdn National Municipal Income Fund (VFL) in Q4 2023, closing a stake of 475 shares — an estimated $4.09K sold.

MassMutual Private Wealth & Trust first reported a position in VFL in Q2 2023 and held it in 2 quarters. The position peaked at $4.77K in Q2 2023. 58 funds tracked by Wall St. Rank hold VFL as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining abrdn National Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 475 abrdn National Municipal Income Fund shares in Q4 2023, an estimated $4.09K.
  • MassMutual Private Wealth & Trust first reported a position in abrdn National Municipal Income Fund in Q2 2023 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's abrdn National Municipal Income Fund position peaked at $4.77K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.