TW
MFM

Transform Wealth’s Aberdeen Municipal Income Fund MFM Stock Holding History

Transform Wealth’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
2023
Q3 		– Sell
-14,246
Closed -$72.7K – 256
2023
Q2 		$72.7K Buy
14,246
+148
+1% +$757 0.01% 260
2023
Q1 		$75.3K Buy
+14,098
New +$73.2K 0.01% 250

Other funds holding MFM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Transform Wealth's MFM Position: Q3 2023 in Review

Transform Wealth sold out of Aberdeen Municipal Income Fund (MFM) in Q3 2023, closing a stake of 14,246 shares — an estimated $72.7K sold.

Transform Wealth first reported a position in MFM in Q1 2023 and held it in 2 quarters. The position peaked at $75.3K in Q1 2023. 74 funds tracked by Wall St. Rank hold MFM as of Q3 2023.

  • Transform Wealth reported no remaining Aberdeen Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 14,246 Aberdeen Municipal Income Fund shares in Q3 2023, an estimated $72.7K.
  • Transform Wealth first reported a position in Aberdeen Municipal Income Fund in Q1 2023 and held it in 2 quarters.
  • Transform Wealth's Aberdeen Municipal Income Fund position peaked at $75.3K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.