RWP
MFM

RWA Wealth Partners’s Aberdeen Municipal Income Fund MFM Stock Holding History

RWA Wealth Partners’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
2025
Q1 		– Sell
-40,113
Closed -$215K – 569
2024
Q4 		$215K Hold
40,113
– – ﹤0.01% 532
2024
Q3 		$229K Hold
40,113
– – ﹤0.01% 523
2024
Q2 		$219K Hold
40,113
– – ﹤0.01% 517
2024
Q1 		$215K Buy
40,113
+289
+0.7% +$1.52K ﹤0.01% 511
2023
Q4 		$206K Buy
39,824
+429
+1% +$2.07K ﹤0.01% 504
2023
Q3 		$179K Buy
+39,395
New +$198K ﹤0.01% 367
2023
Q2 		– Sell
-39,246
Closed -$210K – 345
2023
Q1 		$210K Hold
39,246
– – 0.01% 246
2022
Q4 		$206K Hold
39,246
– – 0.01% 246
2022
Q3 		$190K Hold
39,246
– – 0.01% 234
2022
Q2 		$213K Hold
39,246
– – 0.01% 225
2022
Q1 		$240K Hold
39,246
– – 0.02% 233
2021
Q4 		$275K Hold
39,246
– – 0.02% 218
2021
Q3 		$274K Hold
39,246
– – 0.02% 212
2021
Q2 		$280K Hold
39,246
– – 0.02% 210
2021
Q1 		$268K Hold
39,246
– – 0.02% 210
2020
Q4 		$262K Hold
39,246
– – 0.02% 203
2020
Q3 		$252K Hold
39,246
– – 0.03% 188
2020
Q2 		$245K Hold
39,246
– – 0.03% 191
2020
Q1 		$251K Hold
39,246
– – 0.04% 177
2019
Q4 		$277K Hold
39,246
– – 0.03% 204
2019
Q3 		$276K Hold
39,246
– – 0.03% 203
2019
Q2 		$274K Hold
39,246
– – 0.03% 197
2019
Q1 		$272K Hold
39,246
– – 0.03% 193
2018
Q4 		$241K Hold
39,246
– – 0.03% 197
2018
Q3 		$255K Hold
39,246
– – 0.03% 200
2018
Q2 		$259K Buy
+39,246
New +$258K 0.03% 209

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RWA Wealth Partners's MFM Position: Q1 2025 in Review

RWA Wealth Partners sold out of Aberdeen Municipal Income Fund (MFM) in Q1 2025, closing a stake of 40,113 shares — an estimated $215K sold.

RWA Wealth Partners first reported a position in MFM in Q2 2018 and held it in 26 quarters. The position peaked at $280K in Q2 2021. 85 funds tracked by Wall St. Rank hold MFM as of Q1 2025.

  • RWA Wealth Partners reported no remaining Aberdeen Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 40,113 Aberdeen Municipal Income Fund shares in Q1 2025, an estimated $215K.
  • RWA Wealth Partners first reported a position in Aberdeen Municipal Income Fund in Q2 2018 and held it in 26 quarters.
  • RWA Wealth Partners's Aberdeen Municipal Income Fund position peaked at $280K in Q2 2021.
  • 85 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.