ACA
DMF

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 -$1.13M – 111
2022
Q1 		$1.13M 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

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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.