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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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.