Private Ocean’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Private Ocean’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
2023 Q2	–	Sell	-2,000	Closed	-$9.08K	–	617
2023 Q1	$9.08K	Hold	2,000	–	–	﹤0.01%	407
2022 Q4	$9.02K	Hold	2,000	–	–	﹤0.01%	382
2022 Q3	$8K	Hold	2,000	–	–	﹤0.01%	398
2022 Q2	$9K	Hold	2,000	–	–	﹤0.01%	362
2022 Q1	$11K	Hold	2,000	–	–	﹤0.01%	394
2021 Q4	$13K	Hold	2,000	–	–	﹤0.01%	397
2021 Q3	$13K	Hold	2,000	–	–	﹤0.01%	397
2021 Q2	$13K	Hold	2,000	–	–	﹤0.01%	384
2021 Q1	$13K	Hold	2,000	–	–	﹤0.01%	409
2020 Q4	$12K	Buy	+2,000	New	+$11.8K	﹤0.01%	365

Other funds holding MMT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Private Ocean's MMT Position: Q2 2023 in Review

Private Ocean sold out of Aberdeen Multi-Market Income Fund (MMT) in Q2 2023, closing a stake of 2,000 shares — an estimated $9.08K sold.

Private Ocean first reported a position in MMT in Q4 2020 and held it in 10 quarters. The position peaked at $13K in Q4 2021. 68 funds tracked by Wall St. Rank hold MMT as of Q2 2023.

Private Ocean reported no remaining Aberdeen Multi-Market Income Fund position as of Q2 2023 after selling out during the quarter.
Private Ocean sold 2,000 Aberdeen Multi-Market Income Fund shares in Q2 2023, an estimated $9.08K.
Private Ocean first reported a position in Aberdeen Multi-Market Income Fund in Q4 2020 and held it in 10 quarters.
Private Ocean's Aberdeen Multi-Market Income Fund position peaked at $13K in Q4 2021.
68 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q2 2023.

Based on Private Ocean's 13F filing for Q2 2023, filed 21 Jul 2023.