WAS
MFM

Winch Advisory Services’s Aberdeen Municipal Income Fund MFM Stock Holding History

Winch Advisory Services’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
2024
Q3 		– Sell
-2,858
Closed -$15.6K – 475
2024
Q2 		$15.6K Buy
+2,858
New +$14.9K ﹤0.01% 226

Other funds holding MFM

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Winch Advisory Services's MFM Position: Q3 2024 in Review

Winch Advisory Services sold out of Aberdeen Municipal Income Fund (MFM) in Q3 2024, closing a stake of 2,858 shares — an estimated $15.6K sold.

Winch Advisory Services first reported a position in MFM in Q2 2024 and held it in 1 quarter. The position peaked at $15.6K in Q2 2024. 77 funds tracked by Wall St. Rank hold MFM as of Q3 2024.

  • Winch Advisory Services reported no remaining Aberdeen Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Winch Advisory Services sold 2,858 Aberdeen Municipal Income Fund shares in Q3 2024, an estimated $15.6K.
  • Winch Advisory Services first reported a position in Aberdeen Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Winch Advisory Services's Aberdeen Municipal Income Fund position peaked at $15.6K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.