SDWIA
MMT

Schwarz Dygos Wheeler Investment Advisors’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2025
Q1 		– Sell
-15,325
Closed -$71.9K – 160
2024
Q4 		$71.9K Buy
+15,325
New +$72.6K 0.02% 157

Other funds holding MMT

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MMT Position: Q1 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Aberdeen Multi-Market Income Fund (MMT) in Q1 2025, closing a stake of 15,325 shares — an estimated $71.9K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MMT in Q4 2024 and held it in 1 quarter. The position peaked at $71.9K in Q4 2024. 76 funds tracked by Wall St. Rank hold MMT as of Q1 2025.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Aberdeen Multi-Market Income Fund position as of Q1 2025 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 15,325 Aberdeen Multi-Market Income Fund shares in Q1 2025, an estimated $71.9K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Aberdeen Multi-Market Income Fund in Q4 2024 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's Aberdeen Multi-Market Income Fund position peaked at $71.9K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q1 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.