WAM
MMT

Wealthspire Advisors (Maryland)’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q2 		– Sell
-471
Closed -$3K – 1767
2016
Q1 		$3K Sell
471
-487
-51% -$2.71K ﹤0.01% 1458
2015
Q4 		$5K Buy
+958
New +$5.45K ﹤0.01% 1356

Other funds holding MMT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MMT Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Aberdeen Multi-Market Income Fund (MMT) in Q2 2016, closing a stake of 471 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in MMT in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 75 funds tracked by Wall St. Rank hold MMT as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Aberdeen Multi-Market Income Fund position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 471 Aberdeen Multi-Market Income Fund shares in Q2 2016, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Aberdeen Multi-Market Income Fund in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Aberdeen Multi-Market Income Fund position peaked at $5K in Q4 2015.
  • 75 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.