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Merit Financial Group’s Aberdeen Municipal Income Fund MFM Stock Holding History

Merit Financial Group’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-18,000
Closed -$98K – 615
2022
Q2 		$98K Buy
+18,000
New +$101K ﹤0.01% 544

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RCM
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AAM
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Merit Financial Group's MFM Position: Q3 2022 in Review

Merit Financial Group sold out of Aberdeen Municipal Income Fund (MFM) in Q3 2022, closing a stake of 18,000 shares — an estimated $98K sold.

Merit Financial Group first reported a position in MFM in Q2 2022 and held it in 1 quarter. The position peaked at $98K in Q2 2022. 72 funds tracked by Wall St. Rank hold MFM as of Q3 2022.

  • Merit Financial Group reported no remaining Aberdeen Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Merit Financial Group sold 18,000 Aberdeen Municipal Income Fund shares in Q3 2022, an estimated $98K.
  • Merit Financial Group first reported a position in Aberdeen Municipal Income Fund in Q2 2022 and held it in 1 quarter.
  • Merit Financial Group's Aberdeen Municipal Income Fund position peaked at $98K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q3 2022.

Based on Merit Financial Group's 13F filing for Q3 2022, filed 31 Oct 2022.