Northstar Wealth Partners’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Northstar Wealth Partners’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
2020 Q3	–	Sell	-9,375	Closed	-$209K	–	175
2020 Q2	$209K	Buy	9,375 +260	+3%	+$5.7K	0.09%	169
2020 Q1	$183K	Buy	9,115 +1,261	+16%	+$29.3K	0.09%	155
2019 Q4	$192K	Buy	7,854 +9	+0.1%	+$217	0.08%	181
2019 Q3	$185K	Buy	7,845 +10	+0.1%	+$234	0.08%	175
2019 Q2	$183K	Buy	7,835 +768	+11%	+$17.5K	0.08%	179
2019 Q1	$161K	Hold	7,067	–	–	0.07%	179
2018 Q4	$145K	Hold	7,067	–	–	0.08%	164
2018 Q3	$156K	Buy	7,067 +535	+8%	+$12K	0.07%	174
2018 Q2	$147K	Hold	6,532	–	–	0.07%	181
2018 Q1	$150K	Buy	6,532 +2,158	+49%	+$50.6K	0.08%	181
2017 Q4	$107K	Hold	4,374	–	–	0.1%	130
2017 Q3	$108K	Hold	4,374	–	–	0.11%	121
2017 Q2	$108K	Buy	4,374 +528	+14%	+$13K	0.1%	134
2017 Q1	$94K	Buy	+3,846	New	+$93.9K	0.09%	133

Other funds holding MMT

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northstar Wealth Partners's MMT Position: Q3 2020 in Review

Northstar Wealth Partners sold out of Aberdeen Multi-Market Income Fund (MMT) in Q3 2020, closing a stake of 9,375 shares — an estimated $209K sold.

Northstar Wealth Partners first reported a position in MMT in Q1 2017 and held it in 14 quarters. The position peaked at $209K in Q2 2020. 81 funds tracked by Wall St. Rank hold MMT as of Q3 2020.

Northstar Wealth Partners reported no remaining Aberdeen Multi-Market Income Fund position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 9,375 Aberdeen Multi-Market Income Fund shares in Q3 2020, an estimated $209K.
Northstar Wealth Partners first reported a position in Aberdeen Multi-Market Income Fund in Q1 2017 and held it in 14 quarters.
Northstar Wealth Partners's Aberdeen Multi-Market Income Fund position peaked at $209K in Q2 2020.
81 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.