Ackerman Capital Advisors’s BNY Mellon Municipal Income DMF Stock Holding History

Ackerman Capital Advisors’s Portfolio DMF Stock Details DMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-16,780	Closed	-$106K	–	99
2023 Q2	$106K	Sell	16,780 -11,558	-41%	-$72.8K	0.03%	101
2023 Q1	$184K	Sell	28,338 -4,434	-14%	-$28.4K	0.05%	93
2022 Q4	$205K	Sell	32,772 -7,769	-19%	-$48K	0.06%	103
2022 Q3	$244K	Buy	+40,541	New	+$275K	0.07%	88
2022 Q2	–	Sell	-148,282	Closed	-$1.12M	–	111
2022 Q1	$1.12M	Buy	148,282 +10,509	+8%	+$84.2K	0.26%	47
2021 Q4	$1.21M	Buy	+137,773	New	+$1.24M	0.28%	43
2021 Q2	–	Sell	-23,639	Closed	-$207K	–	123
2021 Q1	$207K	Buy	+23,639	New	+$209K	0.05%	120
2020 Q1	–	Sell	-28,206	Closed	-$250K	–	110
2019 Q4	$250K	Buy	+28,206	New	+$252K	0.07%	171

Other funds holding DMF

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Ackerman Capital Advisors's DMF Position: Q3 2023 in Review

Ackerman Capital Advisors sold out of BNY Mellon Municipal Income (DMF) in Q3 2023, closing a stake of 16,780 shares — an estimated $106K sold.

Ackerman Capital Advisors first reported a position in DMF in Q4 2019 and held it in 8 quarters. The position peaked at $1.21M in Q4 2021. 53 funds tracked by Wall St. Rank hold DMF as of Q3 2023.

Ackerman Capital Advisors reported no remaining BNY Mellon Municipal Income position as of Q3 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 16,780 BNY Mellon Municipal Income shares in Q3 2023, an estimated $106K.
Ackerman Capital Advisors first reported a position in BNY Mellon Municipal Income in Q4 2019 and held it in 8 quarters.
Ackerman Capital Advisors's BNY Mellon Municipal Income position peaked at $1.21M in Q4 2021.
53 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q3 2023.

Based on Ackerman Capital Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.