VFA
MMT

Valeo Financial Advisors’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-200
Closed -$1K – 1772
2020
Q3 		$1K Buy
+200
New +$1.16K ﹤0.01% 1497

Other funds holding MMT

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Valeo Financial Advisors's MMT Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Aberdeen Multi-Market Income Fund (MMT) in Q4 2020, closing a stake of 200 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in MMT in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 84 funds tracked by Wall St. Rank hold MMT as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Aberdeen Multi-Market Income Fund position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 Aberdeen Multi-Market Income Fund shares in Q4 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Aberdeen Multi-Market Income Fund in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Aberdeen Multi-Market Income Fund position peaked at $1K in Q3 2020.
  • 84 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.