AAS
DMF

Ameritas Advisory Services’s BNY Mellon Municipal Income DMF Stock Holding History

Ameritas Advisory Services’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
Q2 		– Sell
-2,280
Closed -$14.3K – 1027
2023
Q1 		$14.3K Buy
+2,280
New +$14.6K ﹤0.01% 1773

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KIM
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Ameritas Advisory Services's DMF Position: Q2 2023 in Review

Ameritas Advisory Services sold out of BNY Mellon Municipal Income (DMF) in Q2 2023, closing a stake of 2,280 shares — an estimated $14.3K sold.

Ameritas Advisory Services first reported a position in DMF in Q1 2023 and held it in 1 quarter. The position peaked at $14.3K in Q1 2023. 54 funds tracked by Wall St. Rank hold DMF as of Q2 2023.

  • Ameritas Advisory Services reported no remaining BNY Mellon Municipal Income position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,280 BNY Mellon Municipal Income shares in Q2 2023, an estimated $14.3K.
  • Ameritas Advisory Services first reported a position in BNY Mellon Municipal Income in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's BNY Mellon Municipal Income position peaked at $14.3K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.