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Phoenix Wealth Advisors’s Aberdeen Municipal Income Fund MFM Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-2,550
Closed -$18K – 263
2021
Q3 		$18K Buy
+2,550
New +$18.4K 0.01% 271

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AAM
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Wells Fargo
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Phoenix Wealth Advisors's MFM Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Aberdeen Municipal Income Fund (MFM) in Q4 2021, closing a stake of 2,550 shares — an estimated $18K sold.

Phoenix Wealth Advisors first reported a position in MFM in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 71 funds tracked by Wall St. Rank hold MFM as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Aberdeen Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,550 Aberdeen Municipal Income Fund shares in Q4 2021, an estimated $18K.
  • Phoenix Wealth Advisors first reported a position in Aberdeen Municipal Income Fund in Q3 2021 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Aberdeen Municipal Income Fund position peaked at $18K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.