WealthSource Partners’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

WealthSource Partners’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
2018 Q1	–	Sell	-20,342	Closed	-$123K	–	316
2017 Q4	$123K	Buy	20,342 +77	+0.4%	+$472	0.04%	295
2017 Q3	$126K	Sell	20,265 -1,858	-8%	-$11.5K	0.04%	283
2017 Q2	$137K	Sell	22,123 -1,898	-8%	-$11.7K	0.05%	273
2017 Q1	$147K	Buy	24,021 +100	+0.4%	+$610	0.05%	274
2016 Q4	$145K	Buy	23,921 +102	+0.4%	+$605	0.06%	233
2016 Q3	$145K	Buy	+23,819	New	+$146K	0.05%	245

Other funds holding MMT

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WealthSource Partners's MMT Position: Q1 2018 in Review

WealthSource Partners sold out of Aberdeen Multi-Market Income Fund (MMT) in Q1 2018, closing a stake of 20,342 shares — an estimated $123K sold.

WealthSource Partners first reported a position in MMT in Q3 2016 and held it in 6 quarters. The position peaked at $147K in Q1 2017. 77 funds tracked by Wall St. Rank hold MMT as of Q1 2018.

WealthSource Partners reported no remaining Aberdeen Multi-Market Income Fund position as of Q1 2018 after selling out during the quarter.
WealthSource Partners sold 20,342 Aberdeen Multi-Market Income Fund shares in Q1 2018, an estimated $123K.
WealthSource Partners first reported a position in Aberdeen Multi-Market Income Fund in Q3 2016 and held it in 6 quarters.
WealthSource Partners's Aberdeen Multi-Market Income Fund position peaked at $147K in Q1 2017.
77 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.