Ritholtz Wealth Management’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Ritholtz Wealth Management’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
2022 Q1	–	Sell	-14,000	Closed	-$89K	–	591
2021 Q4	$89K	Hold	14,000	–	–	0.01%	530
2021 Q3	$92K	Buy	14,000 +4,000	+40%	+$25.5K	0.01%	495
2021 Q2	$63K	Buy	+10,000	New	+$64.1K	﹤0.01%	505

Other funds holding MMT

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Ritholtz Wealth Management's MMT Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Aberdeen Multi-Market Income Fund (MMT) in Q1 2022, closing a stake of 14,000 shares — an estimated $89K sold.

Ritholtz Wealth Management first reported a position in MMT in Q2 2021 and held it in 3 quarters. The position peaked at $92K in Q3 2021. 77 funds tracked by Wall St. Rank hold MMT as of Q1 2022.

Ritholtz Wealth Management reported no remaining Aberdeen Multi-Market Income Fund position as of Q1 2022 after selling out during the quarter.
Ritholtz Wealth Management sold 14,000 Aberdeen Multi-Market Income Fund shares in Q1 2022, an estimated $89K.
Ritholtz Wealth Management first reported a position in Aberdeen Multi-Market Income Fund in Q2 2021 and held it in 3 quarters.
Ritholtz Wealth Management's Aberdeen Multi-Market Income Fund position peaked at $92K in Q3 2021.
77 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.