NFG
MFM

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

Next 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
2017
Q1 		– Sell
-4,475
Closed -$30K – 2111
2016
Q4 		$30K Hold
4,475
– – 0.01% 1184
2016
Q3 		$34K Buy
+4,475
New +$33.2K 0.01% 1112
2015
Q1 		– Sell
-3,500
Closed -$23K – 1912
2014
Q4 		$23K Hold
3,500
– – 0.01% 923
2014
Q3 		$23K Buy
+3,500
New +$22.6K ﹤0.01% 1327

Other funds holding MFM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Next Financial Group's MFM Position: Q1 2017 in Review

Next Financial Group sold out of Aberdeen Municipal Income Fund (MFM) in Q1 2017, closing a stake of 4,475 shares — an estimated $30K sold.

Next Financial Group first reported a position in MFM in Q3 2014 and held it in 4 quarters. The position peaked at $34K in Q3 2016. 49 funds tracked by Wall St. Rank hold MFM as of Q1 2017.

  • Next Financial Group reported no remaining Aberdeen Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 4,475 Aberdeen Municipal Income Fund shares in Q1 2017, an estimated $30K.
  • Next Financial Group first reported a position in Aberdeen Municipal Income Fund in Q3 2014 and held it in 4 quarters.
  • Next Financial Group's Aberdeen Municipal Income Fund position peaked at $34K in Q3 2016.
  • 49 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.